APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $408M
1-Year Est. Return 11.73%
This Quarter Est. Return
1 Year Est. Return
+11.73%
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
State Street 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
301
$28K 0.01%
145
-30
302
$27K 0.01%
1,187
+10
303
$27K 0.01%
320
304
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420
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305
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306
$27K 0.01%
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307
$26K 0.01%
245
308
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215
309
$26K 0.01%
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310
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94
311
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206
-16
312
$26K 0.01%
310
313
$25K 0.01%
410
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315
$25K 0.01%
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316
$25K 0.01%
1,045
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317
$25K 0.01%
300
318
$25K 0.01%
688
319
$25K 0.01%
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320
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$24K 0.01%
466
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$24K 0.01%
780
323
$24K 0.01%
608
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$24K 0.01%
200
325
$24K 0.01%
200
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