APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $777M
1-Year Est. Return 11.98%
This Quarter Est. Return
1 Year Est. Return
+11.98%
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
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
551
$6K ﹤0.01%
75
552
$5K ﹤0.01%
19
+1
553
$5K ﹤0.01%
21
554
$5K ﹤0.01%
32
555
$5K ﹤0.01%
60
556
$5K ﹤0.01%
80
+38
557
$5K ﹤0.01%
93
558
$5K ﹤0.01%
75
559
$5K ﹤0.01%
+159
560
$5K ﹤0.01%
41
-79
561
$5K ﹤0.01%
49
562
$5K ﹤0.01%
27
-15
563
$5K ﹤0.01%
100
564
$5K ﹤0.01%
+12
565
$5K ﹤0.01%
107
-71
566
$5K ﹤0.01%
+761
567
$5K ﹤0.01%
35
568
$5K ﹤0.01%
200
569
$5K ﹤0.01%
100
570
$5K ﹤0.01%
201
571
$5K ﹤0.01%
32
-12
572
$5K ﹤0.01%
50
573
$5K ﹤0.01%
1,500
+375
574
$5K ﹤0.01%
38
575
$5K ﹤0.01%
35
21 22
23
24 25