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
401
$15K 0.01%
75
402
$15K 0.01%
250
403
$15K 0.01%
204
+2
404
$15K 0.01%
355
+5
405
$15K 0.01%
73
-8
406
$15K 0.01%
135
407
$15K 0.01%
234
-5
408
$15K 0.01%
233
409
$15K 0.01%
145
410
$15K 0.01%
103
411
$15K 0.01%
100
412
$14K 0.01%
400
413
$14K 0.01%
2,200
-500
414
$14K 0.01%
287
-151
415
$14K 0.01%
66
416
$14K 0.01%
1,050
-400
417
$14K 0.01%
957
+2
418
$14K 0.01%
86
419
$14K 0.01%
138
420
$14K 0.01%
209
421
$14K 0.01%
227
422
$14K 0.01%
498
423
$13K 0.01%
310
424
$13K 0.01%
299
425
$13K 0.01%
206
15 16
17
18 19