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
$690M
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$8.98M
3
+$8.79M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$8.77M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$5.01M

Top Sells

1
+$9.88M
2
+$5.21M
3
+$5.05M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.41M
5
PFM icon
Invesco Dividend Achievers ETF
PFM
+$547K

Sector Composition

1 Technology 5.65%
2 Healthcare 2.29%
3 Consumer Staples 2.12%
4 Communication Services 1.98%
5 Consumer Discretionary 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.18M 0.61%
22,418
+86
27
$4.06M 0.59%
34,478
-2,022
28
$3.72M 0.54%
112,094
+310
29
$3.37M 0.49%
20,160
-493
30
$3.24M 0.47%
8,002
+39
31
$3.01M 0.44%
11,502
-842
32
$2.86M 0.41%
12,660
-14
33
$2.85M 0.41%
16,428
+287
34
$2.81M 0.41%
127,860
+381
35
$2.78M 0.4%
61,953
+1,876
36
$2.69M 0.39%
46,080
+444
37
$2.57M 0.37%
15,801
+419
38
$2.47M 0.36%
18,271
-589
39
$2.4M 0.35%
21,136
+620
40
$2.37M 0.34%
19,548
+78
41
$2.29M 0.33%
25,042
-1,779
42
$2.22M 0.32%
59,576
+13,750
43
$2.21M 0.32%
7,275
+16
44
$2.16M 0.31%
3,777
+202
45
$2.13M 0.31%
18,138
+112
46
$2.11M 0.31%
29,317
-215
47
$1.92M 0.28%
66,196
+1,730
48
$1.9M 0.28%
2,148
+2
49
$1.81M 0.26%
5,624
+36
50
$1.79M 0.26%
10,526
-258
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