APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $428M
1-Year Est. Return 13.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$216M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
788
New
Increased
Reduced
Closed

Top Buys

1
+$6.3M
2
+$5.46M
3
+$5.13M
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$3.54M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$3.22M

Top Sells

1
+$3.46M
2
+$3.04M
3
+$2.63M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.21M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.55M

Sector Composition

1 Technology 7.55%
2 Consumer Discretionary 6.46%
3 Healthcare 3.68%
4 Communication Services 2.47%
5 Consumer Staples 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
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