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
$179M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
917
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$2.85M
3
+$2.65M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$2.65M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.52M

Top Sells

1
+$1.29M
2
+$988K
3
+$818K
4
DD icon
DuPont de Nemours
DD
+$690K
5
GBX icon
The Greenbrier Companies
GBX
+$523K

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%
35
+14
552
$7K ﹤0.01%
113
553
$7K ﹤0.01%
300
554
$7K ﹤0.01%
92
555
$7K ﹤0.01%
35
556
$7K ﹤0.01%
+130
557
$7K ﹤0.01%
37
+16
558
$7K ﹤0.01%
+100
559
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80
+1
560
$7K ﹤0.01%
200
561
$6K ﹤0.01%
86
+28
562
$6K ﹤0.01%
378
563
$6K ﹤0.01%
10
+4
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$6K ﹤0.01%
+78
565
$6K ﹤0.01%
124
566
$6K ﹤0.01%
125
567
$6K ﹤0.01%
59
568
$6K ﹤0.01%
54
+4
569
$6K ﹤0.01%
100
-110
570
$6K ﹤0.01%
250
571
$6K ﹤0.01%
21
572
$6K ﹤0.01%
132
+18
573
$6K ﹤0.01%
93
574
$6K ﹤0.01%
1,850
-2,950
575
$6K ﹤0.01%
75
21 22
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