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
401
$17K 0.01%
72
402
$17K 0.01%
250
403
$17K 0.01%
150
404
$17K 0.01%
461
-89
405
$17K 0.01%
+335
406
$17K 0.01%
5,000
407
$17K 0.01%
251
408
$17K 0.01%
+209
409
$17K 0.01%
131
410
$17K 0.01%
665
411
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130
+64
412
$17K 0.01%
+157
413
$17K 0.01%
544
+339
414
$17K 0.01%
1,700
+1,000
415
$16K 0.01%
115
416
$16K 0.01%
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417
$16K 0.01%
143
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418
$16K 0.01%
186
419
$16K 0.01%
513
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420
$16K 0.01%
+396
421
$16K 0.01%
200
422
$16K 0.01%
718
423
$16K 0.01%
500
424
$16K 0.01%
325
425
$16K 0.01%
124
15 16
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