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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
876
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877
$0 ﹤0.01%
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878
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-4
880
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881
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883
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884
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886
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887
-25
888
-396
889
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890
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891
-202
892
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894
$0 ﹤0.01%
6
895
$0 ﹤0.01%
+8
896
-130
897
-10
898
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899
-5
900
-9