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
551
$6K ﹤0.01%
+2,060
552
$5K ﹤0.01%
19
+1
553
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21
554
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32
555
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60
556
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80
+38
557
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93
558
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559
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+159
560
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41
-79
561
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562
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100
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565
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107
-71
566
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+761
567
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35
568
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569
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570
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201
571
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50
572
$5K ﹤0.01%
1,500
+375
573
$5K ﹤0.01%
38
574
$5K ﹤0.01%
35
575
$5K ﹤0.01%
108
21 22
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