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
$615M
AUM Growth
+$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$33.5M
2
+$29.8M
3
+$26.7M
4
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
+$20.9M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$20.6M

Top Sells

1
+$214K
2
+$37.9K
3
+$36.5K
4
TMQ
Trilogy Metals
TMQ
+$15K
5
FSCO
FS Credit Opportunities Corp
FSCO
+$1.27K

Sector Composition

1 Technology 5.77%
2 Healthcare 2.38%
3 Communication Services 2.12%
4 Consumer Staples 2.1%
5 Consumer Discretionary 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.79M 0.62%
20,653
+10,050
27
$3.78M 0.61%
25,878
+13,321
28
$3.53M 0.57%
111,784
+60,983
29
$2.87M 0.47%
12,674
+6,525
30
$2.74M 0.45%
7,963
+4,053
31
$2.66M 0.43%
16,141
+8,257
32
$2.61M 0.42%
45,636
+23,888
33
$2.54M 0.41%
20,516
+10,294
34
$2.48M 0.4%
60,077
+31,058
35
$2.44M 0.4%
12,344
+5,996
36
$2.44M 0.4%
127,479
+65,149
37
$2.28M 0.37%
18,860
+8,615
38
$2.25M 0.37%
26,821
+12,226
39
$2.1M 0.34%
15,382
+8,065
40
$2.07M 0.34%
18,026
+9,348
41
$1.97M 0.32%
19,470
+10,025
42
$1.88M 0.31%
29,532
+13,602
43
$1.85M 0.3%
7,259
+3,619
44
$1.82M 0.3%
2,146
+1,074
45
$1.8M 0.29%
3,575
+1,727
46
$1.8M 0.29%
64,466
+34,142
47
$1.78M 0.29%
10,784
+5,458
48
$1.77M 0.29%
11,297
+5,802
49
$1.75M 0.28%
5,588
+2,812
50
$1.65M 0.27%
9,068
+4,535
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