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
$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
State Street 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
576
$5K ﹤0.01%
108
577
$5K ﹤0.01%
54
-8
578
$5K ﹤0.01%
106
579
$5K ﹤0.01%
200
580
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84
+1
581
$4K ﹤0.01%
650
582
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43
583
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111
+3
584
$4K ﹤0.01%
55
585
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151
-94
586
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250
587
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70
588
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1,000
589
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64
+1
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$4K ﹤0.01%
+10
591
$4K ﹤0.01%
98
-15,069
592
$4K ﹤0.01%
+251
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54
594
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+500
595
$4K ﹤0.01%
23
596
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80
597
$4K ﹤0.01%
36
598
$4K ﹤0.01%
200
599
$4K ﹤0.01%
225
600
$4K ﹤0.01%
75
22 23
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