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
276
$35K 0.02%
780
277
$35K 0.02%
+750
278
$35K 0.02%
400
279
$35K 0.02%
650
280
$35K 0.02%
95
+30
281
$35K 0.02%
379
282
$34K 0.02%
251
-30
283
$34K 0.02%
166
-50
284
$34K 0.02%
754
285
$33K 0.02%
2,000
286
$33K 0.02%
325
287
$33K 0.02%
516
288
$32K 0.02%
245
289
$32K 0.02%
1,867
+15
290
$32K 0.02%
2,450
291
$32K 0.02%
1,164
292
$32K 0.02%
140
293
$31K 0.02%
+1,100
294
$31K 0.02%
369
-112
295
$31K 0.02%
+280
296
$31K 0.02%
+296
297
$31K 0.02%
797
+57
298
$30K 0.02%
+400
299
$30K 0.02%
6,000
300
$30K 0.02%
+400
10 11
12
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