We are live on ! Find out more
APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $425M
1-Year Est. Return 14.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
788
New
Increased
Reduced
Closed

Sector Composition

1 Technology 7.55%
2 Consumer Discretionary 6.46%
3 Healthcare 3.68%
4 Communication Services 2.47%
5 Consumer Staples 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
-249
577
-2
578
-100
579
-48
580
-67
581
-482
582
-40
583
-209
584
-6,000
585
-169
586
-206
587
-1,375
588
-66
589
-39
590
-299
591
-17
592
-325
593
-22
594
-239
595
-400
596
-86
597
-26
598
-38
599
-125
600
-445