APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $408M
1-Year Est. Return 11.73%
This Quarter Est. Return
1 Year Est. Return
+11.73%
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
676
$1K ﹤0.01%
+6
677
$1K ﹤0.01%
+15
678
$1K ﹤0.01%
+32
679
$1K ﹤0.01%
+19
680
$1K ﹤0.01%
+17
681
$1K ﹤0.01%
+200
682
$1K ﹤0.01%
+500
683
$0 ﹤0.01%
+14
684
$0 ﹤0.01%
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685
$0 ﹤0.01%
+1
686
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+40
687
$0 ﹤0.01%
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688
$0 ﹤0.01%
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689
$0 ﹤0.01%
+11
690
$0 ﹤0.01%
+31
691
$0 ﹤0.01%
+8
692
$0 ﹤0.01%
+1
693
$0 ﹤0.01%
+50
694
$0 ﹤0.01%
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695
$0 ﹤0.01%
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696
$0 ﹤0.01%
+20
697
$0 ﹤0.01%
+12
698
$0 ﹤0.01%
+4
699
$0 ﹤0.01%
+15
700
$0 ﹤0.01%
+32