We are live on ! Find out more
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
$299M
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.83%
2 Healthcare 2.2%
3 Consumer Staples 2.07%
4 Consumer Discretionary 2.05%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-559
152
-1,536
153
-1,724
154
-950
155
-2,278
156
-1,652
157
-3,670
158
-2,900
159
-4,815
160
-3,761
161
-3,528
162
-2,086
163
-2,947
164
-5,358
165
-2,556
166
-16,424
167
-2,966
168
-6,386
169
-6,554
170
-18,538