APWA
Atlas Private Wealth Advisors Portfolio holdings
AUM
$777M
This Quarter Return
+5.68%
1 Year Return
+11.98%
3 Year Return
+41.1%
5 Year Return
+62.49%
10 Year Return
–
AUM
$120M
AUM Growth
+$120M
(+6.6%)
Cap. Flow
+$6.86M
Cap. Flow
% of AUM
5.72%
Top 10 Holdings %
Top 10 Hldgs %
38.98%
Holding
751
New
30
Increased
96
Reduced
169
Closed
53
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Constellation Brands
STZ
$25.8B
| – | – |
-96
| Closed | -$17K |
|