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
426
$16K 0.01%
161
+67
427
$16K 0.01%
237
428
$16K 0.01%
103
429
$15K 0.01%
300
430
$15K 0.01%
+201
431
$15K 0.01%
611
+416
432
$15K 0.01%
471
433
$15K 0.01%
70
+61
434
$15K 0.01%
+501
435
$15K 0.01%
668
+7
436
$15K 0.01%
256
437
$15K 0.01%
+156
438
$15K 0.01%
311
-607
439
$15K 0.01%
823
440
$15K 0.01%
300
441
$15K 0.01%
258
442
$15K 0.01%
+85
443
$14K 0.01%
+850
444
$14K 0.01%
1,000
-1,000
445
$14K 0.01%
86
446
$14K 0.01%
128
+25
447
$14K 0.01%
202
448
$14K 0.01%
239
449
$14K 0.01%
300
450
$14K 0.01%
65
16 17
18
19 20