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
651
$1K ﹤0.01%
+10
652
$1K ﹤0.01%
+132
653
$1K ﹤0.01%
+5
654
$1K ﹤0.01%
+78
655
$1K ﹤0.01%
+6
656
$1K ﹤0.01%
+15
657
$1K ﹤0.01%
+32
658
$1K ﹤0.01%
+19
659
$1K ﹤0.01%
+17
660
$1K ﹤0.01%
+200
661
$1K ﹤0.01%
+500
662
$1K ﹤0.01%
+36
663
$1K ﹤0.01%
+14
664
$1K ﹤0.01%
+8
665
$1K ﹤0.01%
+51
666
$1K ﹤0.01%
+11
667
$1K ﹤0.01%
+102
668
$1K ﹤0.01%
+34
669
$1K ﹤0.01%
+167
670
$1K ﹤0.01%
+100
671
$1K ﹤0.01%
+292
672
$1K ﹤0.01%
+50
673
$1K ﹤0.01%
+5
674
$1K ﹤0.01%
+15
675
$1K ﹤0.01%
+72