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
251
$42K 0.02%
4,053
-4,002
252
$41K 0.02%
321
+3
253
$40K 0.02%
+236
254
$40K 0.02%
2,000
255
$40K 0.02%
540
-255
256
$39K 0.02%
750
257
$39K 0.02%
1,144
-122
258
$39K 0.02%
704
-44
259
$38K 0.02%
4,000
260
$38K 0.02%
3,048
261
$38K 0.02%
3,510
-1,800
262
$38K 0.02%
400
263
$38K 0.02%
608
264
$38K 0.02%
250
-115
265
$38K 0.02%
257
266
$37K 0.02%
479
-108
267
$37K 0.02%
675
268
$37K 0.02%
1,781
269
$37K 0.02%
192
270
$37K 0.02%
484
+29
271
$36K 0.02%
780
272
$35K 0.02%
950
273
$35K 0.02%
892
274
$35K 0.02%
239
275
$34K 0.02%
1,897
+15
9 10
11
12 13