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
301
$30K 0.02%
+1,600
302
$30K 0.02%
985
-140
303
$30K 0.02%
+715
304
$29K 0.02%
502
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305
$29K 0.02%
+1,700
306
$29K 0.02%
565
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307
$29K 0.02%
132
308
$29K 0.02%
1,557
-9,556
309
$29K 0.02%
735
+14
310
$28K 0.02%
313
+300
311
$28K 0.02%
400
312
$28K 0.02%
320
313
$28K 0.02%
785
314
$28K 0.02%
307
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315
$28K 0.02%
147
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316
$28K 0.02%
149
-27
317
$27K 0.02%
950
318
$27K 0.02%
441
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319
$27K 0.02%
330
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$27K 0.02%
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$27K 0.02%
1,207
-1,461
322
$26K 0.01%
300
323
$26K 0.01%
164
+120
324
$26K 0.01%
1,168
+6
325
$26K 0.01%
310
11 12
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