APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $408M
1-Year Est. Return 11.73%
This Quarter Est. Return
1 Year Est. Return
+11.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$191M
AUM Growth
+$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.46M
3
+$1.22M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.04M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$879K

Top Sells

1
+$783K
2
+$752K
3
+$615K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$484K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$434K

Sector Composition

1 Technology 8.03%
2 Consumer Discretionary 6.66%
3 Healthcare 4.63%
4 Financials 3.33%
5 Communication Services 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$8K ﹤0.01%
341
+41
502
$8K ﹤0.01%
125
503
$8K ﹤0.01%
100
504
$8K ﹤0.01%
95
505
$8K ﹤0.01%
200
506
$8K ﹤0.01%
30
507
$8K ﹤0.01%
1,000
508
$8K ﹤0.01%
191
509
$7K ﹤0.01%
20
510
$7K ﹤0.01%
88
511
$7K ﹤0.01%
90
512
$7K ﹤0.01%
127
+1
513
$7K ﹤0.01%
177
514
$7K ﹤0.01%
57
515
$7K ﹤0.01%
40
516
$7K ﹤0.01%
61
-19
517
$7K ﹤0.01%
50
518
$7K ﹤0.01%
113
519
$7K ﹤0.01%
30
520
$7K ﹤0.01%
3,206
521
$7K ﹤0.01%
190
522
$7K ﹤0.01%
80
523
$7K ﹤0.01%
342
-26
524
$6K ﹤0.01%
24
525
$6K ﹤0.01%
379
+1
19 20
21
22 23