APWA
Atlas Private Wealth Advisors Portfolio holdings
AUM
$777M
1-Year Return
11.98%
This Quarter Return
+5.63%
1 Year Return
+11.98%
3 Year Return
+41.1%
5 Year Return
+62.49%
10 Year Return
–
AUM
$185M
AUM Growth
+$5.62M
(+3.1%)
Cap. Flow
-$3.57M
Cap. Flow
% of AUM
-1.93%
Top 10 Holdings %
Top 10 Hldgs %
40.58%
Holding
971
New
84
Increased
181
Reduced
232
Closed
168
Top Buys
Top Sells
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$2.98M |
| 2 |
SPDR Euro Stoxx 50 ETF
FEZ
|
$2M |
| 3 |
Amazon
AMZN
|
$1.78M |
| 4 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$882K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$616K |
Sector Composition
| 1 | Technology | 8.26% |
| 2 | Consumer Discretionary | 7.16% |
| 3 | Healthcare | 4.62% |
| 4 | Communication Services | 3.24% |
| 5 | Financials | 3.21% |
