APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $777M
1-Year Est. Return 11.98%
This Quarter Est. Return
1 Year Est. Return
+11.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$225M
AUM Growth
+$8.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Sector Composition

1 Technology 6.74%
2 Consumer Discretionary 6.28%
3 Healthcare 3.91%
4 Communication Services 2.59%
5 Consumer Staples 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-21,502
152
-14,858
153
-6,855