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
$120M
AUM Growth
+$7.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Sector Composition

1 Technology 10.39%
2 Healthcare 5.47%
3 Consumer Discretionary 3.99%
4 Communication Services 3.14%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$1K ﹤0.01%
80
627
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10
628
$1K ﹤0.01%
132
629
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5
630
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78
631
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6
632
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15
633
$1K ﹤0.01%
32
634
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20
+1
635
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70
-30
636
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17
637
$1K ﹤0.01%
60
638
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36
639
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14
640
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+20
641
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8
642
$1K ﹤0.01%
51
643
$1K ﹤0.01%
131
644
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11
645
$1K ﹤0.01%
72
646
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145
647
$1K ﹤0.01%
152
648
$1K ﹤0.01%
102
649
$1K ﹤0.01%
167
650
$1K ﹤0.01%
292