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
$191M
AUM Growth
+$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.46M
3
+$1.22M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.04M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$879K

Top Sells

1
+$783K
2
+$752K
3
+$615K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$484K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$434K

Sector Composition

1 Technology 8.03%
2 Consumer Discretionary 6.66%
3 Healthcare 4.63%
4 Financials 3.33%
5 Communication Services 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$54K 0.03%
2,650
+200
227
$54K 0.03%
868
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228
$52K 0.03%
272
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229
$52K 0.03%
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230
$52K 0.03%
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231
$52K 0.03%
6,000
232
$51K 0.03%
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233
$50K 0.03%
198
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235
$49K 0.03%
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-1,118
236
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237
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238
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$48K 0.03%
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241
$47K 0.02%
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242
$47K 0.02%
350
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249
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250
$43K 0.02%
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-29
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