APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $428M
1-Year Est. Return 13.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.51%
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
+$1.63M
2
+$1.5M
3
+$1.22M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.05M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$895K

Top Sells

1
+$797K
2
+$778K
3
+$676K
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$494K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$439K

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
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125
503
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100
504
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505
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506
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507
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1,000
508
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509
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510
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511
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512
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513
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50
516
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113
517
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518
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3,206
519
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190
520
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521
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342
-26
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$7K ﹤0.01%
20
523
$7K ﹤0.01%
88
524
$6K ﹤0.01%
24
525
$6K ﹤0.01%
379
+1
19 20
21
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