We are live on ! Find out more
APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $425M
1-Year Est. Return 14.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$7.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Sector Composition

1 Technology 10.39%
2 Healthcare 5.47%
3 Consumer Discretionary 3.99%
4 Communication Services 3.14%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
726
$0 ﹤0.01%
14
727
-150
728
-50
729
-600
730
$0 ﹤0.01%
7
731
$0 ﹤0.01%
2
732
-1,000
733
-850
734
-2,000
735
-1,500
736
$0 ﹤0.01%
200
737
-731
738
-75
739
-450
740
-200
741
-2,108
742
-600
743
$0 ﹤0.01%
2
744
-50
745
$0 ﹤0.01%
4
746
-125
747
-7
748
$0 ﹤0.01%
100
749
-78
750
-2,865