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
$179M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
917
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$2.85M
3
+$2.65M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$2.65M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.52M

Top Sells

1
+$1.29M
2
+$988K
3
+$818K
4
DD icon
DuPont de Nemours
DD
+$690K
5
GBX icon
The Greenbrier Companies
GBX
+$523K

Sector Composition

1 Consumer Discretionary 7.9%
2 Technology 7.75%
3 Healthcare 4.58%
4 Communication Services 3.05%
5 Financials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$41K 0.02%
750
252
$40K 0.02%
500
253
$40K 0.02%
1,781
254
$40K 0.02%
758
+148
255
$40K 0.02%
2,250
256
$40K 0.02%
3,048
257
$39K 0.02%
607
258
$39K 0.02%
+817
259
$39K 0.02%
361
+17
260
$39K 0.02%
310
-10
261
$39K 0.02%
+12,000
262
$39K 0.02%
3,732
263
$38K 0.02%
754
+407
264
$38K 0.02%
117
265
$38K 0.02%
1,268
+723
266
$38K 0.02%
181
+15
267
$37K 0.02%
1,089
-493
268
$36K 0.02%
14,900
269
$36K 0.02%
1,300
270
$36K 0.02%
1,571
271
$36K 0.02%
1,195
272
$36K 0.02%
285
+20
273
$36K 0.02%
257
274
$36K 0.02%
475
275
$35K 0.02%
+598
9 10
11
12 13