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
$149M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Sector Composition

1 Technology 9.3%
2 Consumer Discretionary 9.05%
3 Healthcare 5.09%
4 Financials 3.37%
5 Communication Services 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$2K ﹤0.01%
4
677
$2K ﹤0.01%
+13
678
$2K ﹤0.01%
58
679
$2K ﹤0.01%
+25
680
$2K ﹤0.01%
+16
681
$2K ﹤0.01%
+37
682
$2K ﹤0.01%
20
683
$1K ﹤0.01%
10
684
$1K ﹤0.01%
+22
685
$1K ﹤0.01%
32
686
$1K ﹤0.01%
125
687
$1K ﹤0.01%
18
688
$1K ﹤0.01%
+2
689
$1K ﹤0.01%
15
690
$1K ﹤0.01%
+5
691
$1K ﹤0.01%
47
692
$1K ﹤0.01%
+11
693
$1K ﹤0.01%
34
694
$1K ﹤0.01%
1
695
$1K ﹤0.01%
97
696
$1K ﹤0.01%
275
697
$1K ﹤0.01%
57
698
$1K ﹤0.01%
14
-95
699
$1K ﹤0.01%
22
700
$1K ﹤0.01%
15