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
$494M
AUM Growth
+$277M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$23.3M
3
+$19.9M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$18.5M
5
PFM icon
Invesco Dividend Achievers ETF
PFM
+$17.6M

Top Sells

1
+$10.2M
2
+$676K
3
+$448K
4
HYHG icon
ProShares High Yield-Interest Rate Hedged ETF
HYHG
+$390K
5
IXC icon
iShares Global Energy ETF
IXC
+$360K

Sector Composition

1 Technology 6.61%
2 Healthcare 3.69%
3 Consumer Discretionary 3.29%
4 Consumer Staples 2.37%
5 Communication Services 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.95M 0.6%
11,264
+5,451
27
$2.94M 0.6%
94,992
+49,566
28
$2.93M 0.59%
25,872
+12,235
29
$2.87M 0.58%
20,390
+10,207
30
$2.8M 0.57%
27,808
+15,308
31
$2.68M 0.54%
27,779
+13,890
32
$2.57M 0.52%
21,240
+10,890
33
$2.53M 0.51%
110,953
+77,384
34
$2.46M 0.5%
18,908
+9,472
35
$2.46M 0.5%
277,540
+190,039
36
$2.43M 0.49%
18,504
+9,252
37
$2.4M 0.49%
81,496
+38,603
38
$2.13M 0.43%
140,848
+74,642
39
$2.13M 0.43%
13,383
+6,514
40
$2.11M 0.43%
13,933
+7,217
41
$2.11M 0.43%
6,788
+3,820
42
$2.09M 0.42%
34,648
+19,212
43
$2.04M 0.41%
11,000
+5,495
44
$2.01M 0.41%
6,232
+3,109
45
$2M 0.4%
6,693
+3,284
46
$1.95M 0.4%
53,218
+28,826
47
$1.89M 0.38%
+109,150
48
$1.86M 0.38%
21,738
+10,916
49
$1.84M 0.37%
2,558
+1,850
50
$1.83M 0.37%
12,286
+6,143
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