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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
$188M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.88%
2 Healthcare 4.63%
3 Consumer Discretionary 3.66%
4 Consumer Staples 2.63%
5 Energy 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$80.1K 0.04%
+17,000
127
-14,883
128
-126,904
129
-14,057
130
-8,238
131
-1,966
132
-10,053
133
-3,280
134
-7,272
135
-5,433
136
-4,345
137
-2,260