APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $777M
1-Year Est. Return 11.98%
This Quarter Est. Return
1 Year Est. Return
+11.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
720
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.44%
2 Healthcare 5.61%
3 Consumer Discretionary 3.55%
4 Financials 3.48%
5 Communication Services 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$1K ﹤0.01%
+14
627
$1K ﹤0.01%
+10
628
$1K ﹤0.01%
+125
629
$1K ﹤0.01%
+9
630
$1K ﹤0.01%
+18
631
$1K ﹤0.01%
+19
632
$1K ﹤0.01%
+15
633
$1K ﹤0.01%
+58
634
$1K ﹤0.01%
+47
635
$1K ﹤0.01%
+34
636
$1K ﹤0.01%
+1
637
$1K ﹤0.01%
+97
638
$1K ﹤0.01%
+500
639
$1K ﹤0.01%
+275
640
$1K ﹤0.01%
+12
641
$1K ﹤0.01%
+57
642
$1K ﹤0.01%
+22
643
$1K ﹤0.01%
+23
644
$1K ﹤0.01%
+15
645
$1K ﹤0.01%
+15
646
$1K ﹤0.01%
+100
647
$1K ﹤0.01%
+15
648
$1K ﹤0.01%
+40
649
$1K ﹤0.01%
+150
650
$1K ﹤0.01%
+80