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
$538M
AUM Growth
+$8.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$14.7M
3
+$11.5M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$11M
5
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
+$9.97M

Top Sells

1
+$18.9M
2
+$18.1M
3
+$14.4M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$7.77M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$7.51M

Sector Composition

1 Technology 6.06%
2 Consumer Discretionary 2.48%
3 Healthcare 2.39%
4 Consumer Staples 2.32%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.71M 0.5%
26,590
-1,063
27
$2.44M 0.45%
22,407
-14,437
28
$2.41M 0.45%
12,510
+1,906
29
$2.4M 0.45%
20,513
-2,486
30
$2.4M 0.45%
30,798
-2,210
31
$2.36M 0.44%
16,089
-57
32
$2.33M 0.43%
7,854
-123
33
$2.18M 0.4%
36,912
-1,462
34
$2.12M 0.39%
41,136
+4,922
35
$2.04M 0.38%
53,990
-33,321
36
$2M 0.37%
14,051
-234
37
$1.82M 0.34%
10,722
-1,908
38
$1.8M 0.33%
19,115
-363
39
$1.8M 0.33%
36,260
+2,610
40
$1.73M 0.32%
102,884
-11,491
41
$1.72M 0.32%
11,562
-48
42
$1.7M 0.32%
17,056
-2,483
43
$1.69M 0.31%
4,776
-1,110
44
$1.59M 0.3%
5,514
+38
45
$1.57M 0.29%
54,389
-3,780
46
$1.53M 0.28%
8,982
+1
47
$1.32M 0.25%
2,006
+38
48
$1.29M 0.24%
2,707
-165
49
$1.28M 0.24%
12,860
-31,128
50
$1.2M 0.22%
8,626
-388
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