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
701
$0 ﹤0.01%
+2
702
$0 ﹤0.01%
+4
703
$0 ﹤0.01%
+10
704
0
705
$0 ﹤0.01%
+4
706
$0 ﹤0.01%
+1
707
$0 ﹤0.01%
+7
708
$0 ﹤0.01%
+9
709
$0 ﹤0.01%
+11
710
$0 ﹤0.01%
+31
711
$0 ﹤0.01%
+8
712
$0 ﹤0.01%
+1
713
$0 ﹤0.01%
+50
714
$0 ﹤0.01%
+200
715
$0 ﹤0.01%
+5
716
$0 ﹤0.01%
+20
717
$0 ﹤0.01%
+10
718
$0 ﹤0.01%
+1
719
$0 ﹤0.01%
+40
720
$0 ﹤0.01%
+11