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
676
$1K ﹤0.01%
+9
677
$1K ﹤0.01%
+152
678
$1K ﹤0.01%
+11
679
$1K ﹤0.01%
+36
680
$1K ﹤0.01%
+29
681
$1K ﹤0.01%
+16
682
$1K ﹤0.01%
+500
683
$0 ﹤0.01%
+12
684
$0 ﹤0.01%
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685
$0 ﹤0.01%
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686
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+32
687
$0 ﹤0.01%
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688
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+10
689
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+50
690
$0 ﹤0.01%
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691
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692
$0 ﹤0.01%
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693
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694
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695
$0 ﹤0.01%
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696
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697
$0 ﹤0.01%
+60
698
$0 ﹤0.01%
+47
699
0
700
$0 ﹤0.01%
+3