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APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $425M
1-Year Est. Return 14.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
917
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$2.71M
3
+$2.56M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$2.52M
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$2.52M

Top Sells

1
+$1.3M
2
+$1.01M
3
+$764K
4
DD icon
DuPont de Nemours
DD
+$679K
5
GBX icon
The Greenbrier Companies
GBX
+$472K

Sector Composition

1 Consumer Discretionary 7.9%
2 Technology 7.75%
3 Healthcare 4.58%
4 Communication Services 3.05%
5 Financials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$7K ﹤0.01%
68
+63
552
$7K ﹤0.01%
196
+74
553
$7K ﹤0.01%
+142
554
$7K ﹤0.01%
200
555
$7K ﹤0.01%
49
+6
556
$7K ﹤0.01%
20
557
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+2
558
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191
559
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35
560
$7K ﹤0.01%
30
561
$6K ﹤0.01%
86
+28
562
$6K ﹤0.01%
378
563
$6K ﹤0.01%
10
+4
564
$6K ﹤0.01%
+78
565
$6K ﹤0.01%
124
566
$6K ﹤0.01%
93
567
$6K ﹤0.01%
1,850
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568
$6K ﹤0.01%
75
569
$6K ﹤0.01%
+118
570
$6K ﹤0.01%
+50
571
$6K ﹤0.01%
700
572
$6K ﹤0.01%
30
+13
573
$6K ﹤0.01%
200
574
$6K ﹤0.01%
112
+43
575
$6K ﹤0.01%
30
+10
21 22
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