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
$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
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
26
$1.38M 0.72%
5,858
-470
27
$1.35M 0.71%
13,320
+628
28
$1.3M 0.68%
97,675
29
$1.28M 0.67%
7,979
+31
30
$1.25M 0.65%
29,037
+1,830
31
$1.21M 0.63%
8,633
+523
32
$1.19M 0.62%
6,748
+159
33
$1.18M 0.62%
12,562
+1,383
34
$1.13M 0.59%
3,443
+190
35
$1.09M 0.57%
36,523
+34,944
36
$1.09M 0.57%
25,544
-11,375
37
$1.08M 0.56%
6,503
+129
38
$1.07M 0.56%
10,984
-430
39
$1.05M 0.55%
19,694
-113
40
$1.04M 0.54%
4,029
41
$1.04M 0.54%
69,143
42
$1.02M 0.53%
46,251
+5,121
43
$1M 0.52%
4,151
+292
44
$945K 0.49%
46,321
+2,863
45
$911K 0.48%
9,618
+666
46
$906K 0.47%
6,811
-225
47
$905K 0.47%
10,761
+10,451
48
$903K 0.47%
40,820
+5,825
49
$889K 0.46%
16,860
+206
50
$858K 0.45%
9,803
+629
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