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
451
$14K 0.01%
+311
452
$13K 0.01%
248
453
$13K 0.01%
450
454
$13K 0.01%
59
455
$13K 0.01%
+169
456
$13K 0.01%
+400
457
$13K 0.01%
45
+8
458
$13K 0.01%
135
459
$13K 0.01%
498
460
$12K 0.01%
1,300
461
$12K 0.01%
88
462
$12K 0.01%
962
-238
463
$12K 0.01%
481
+7
464
$12K 0.01%
267
465
$12K 0.01%
+92
466
$12K 0.01%
226
467
$12K 0.01%
580
+270
468
$12K 0.01%
200
469
$12K 0.01%
200
470
$12K 0.01%
+75
471
$11K 0.01%
450
+300
472
$11K 0.01%
87
473
$11K 0.01%
340
+256
474
$11K 0.01%
65
475
$11K 0.01%
321
17 18
19
20 21