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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
626
-400
627
-247
628
-43
629
-10
630
-37
631
-201
632
-20
633
-200
634
-261
635
-18
636
-2,126
637
-32
638
0
639
-78
640
0
641
0
642
-342
643
-5,288
644
0
645
0
646
-27
647
0
648
-1,781
649
-1,410
650
-75