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
576
$5K ﹤0.01%
54
-8
577
$5K ﹤0.01%
106
578
$5K ﹤0.01%
200
579
$5K ﹤0.01%
84
+1
580
$5K ﹤0.01%
32
-12
581
$4K ﹤0.01%
64
+1
582
$4K ﹤0.01%
+10
583
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98
-15,069
584
$4K ﹤0.01%
+251
585
$4K ﹤0.01%
54
586
$4K ﹤0.01%
+500
587
$4K ﹤0.01%
23
588
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80
589
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36
590
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200
591
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225
592
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75
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594
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595
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650
596
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43
597
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111
+3
598
$4K ﹤0.01%
27
-28
599
$4K ﹤0.01%
50
600
$4K ﹤0.01%
54
22 23
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25 26