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
$216M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
788
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$5.66M
3
+$5.11M
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$3.55M
5
ONEY icon
SPDR Russell 1000 Yield Focus ETF
ONEY
+$3.31M

Top Sells

1
+$3.58M
2
+$3.03M
3
+$2.74M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.33M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.55M

Sector Composition

1 Technology 7.55%
2 Consumer Discretionary 6.46%
3 Healthcare 3.68%
4 Communication Services 2.47%
5 Consumer Staples 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 1.09%
56,051
+46,394
27
$2.32M 1.07%
14,238
+67
28
$2.2M 1.02%
55,731
+853
29
$2.16M 1%
59,261
+47,764
30
$2.08M 0.96%
36,444
-9,993
31
$2.02M 0.93%
17,711
-1,394
32
$2M 0.92%
16,277
+52
33
$1.9M 0.88%
24,791
-539
34
$1.83M 0.85%
35,250
-1,210
35
$1.79M 0.83%
8,889
+204
36
$1.72M 0.8%
30,669
+23,317
37
$1.67M 0.77%
28,237
-800
38
$1.61M 0.75%
82,324
39
$1.56M 0.72%
13,291
-29
40
$1.41M 0.65%
3,387
-56
41
$1.39M 0.64%
8,474
-159
42
$1.34M 0.62%
60,350
+14,099
43
$1.33M 0.61%
97,675
44
$1.32M 0.61%
7,979
45
$1.29M 0.6%
5,694
-164
46
$1.28M 0.59%
12,722
+160
47
$1.17M 0.54%
6,418
-330
48
$1.13M 0.52%
3,097
+2,882
49
$1.11M 0.51%
4,130
-21
50
$1.08M 0.5%
9,993
+375
1
2
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