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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
$185M
AUM Growth
+$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Sector Composition

1 Technology 8.26%
2 Consumer Discretionary 7.16%
3 Healthcare 4.62%
4 Communication Services 3.24%
5 Financials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
-1
777
-12,000
778
-250
779
-50
780
-88
781
-1,000
782
-754
783
-48
784
-200
785
-485
786
-2,255
787
-8
788
-13
789
$0 ﹤0.01%
+8
790
-35
791
-1,000
792
-162
793
-10
794
-78
795
0
796
-36
797
$0 ﹤0.01%
1
798
-50
799
$0 ﹤0.01%
1
800
-42