APWA
Atlas Private Wealth Advisors Portfolio holdings
AUM
$777M
1-Year Return
11.98%
This Quarter Return
-1.51%
1 Year Return
+11.98%
3 Year Return
+41.1%
5 Year Return
+62.49%
10 Year Return
–
AUM
$191M
AUM Growth
+$6.68M
(+3.6%)
Cap. Flow
+$9.87M
Cap. Flow
% of AUM
5.16%
Top 10 Holdings %
Top 10 Hldgs %
39.09%
Holding
834
New
33
Increased
130
Reduced
168
Closed
60
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$1.59M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$1.46M |
| 3 |
First Trust Low Duration Strategic Focus ETF
LDSF
|
$1.22M |
| 4 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
$1.04M |
| 5 |
Invesco S&P MidCap Momentum ETF
XMMO
|
$879K |
Top Sells
| 1 |
Invesco Taxable Municipal Bond ETF
BAB
|
$783K |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$752K |
| 3 |
CIM
Chimera Investment
CIM
|
$615K |
| 4 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$484K |
| 5 |
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% |
