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
601
$4K ﹤0.01%
55
602
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151
-94
603
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250
604
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70
605
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1,000
606
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64
+1
607
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+10
608
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98
-15,069
609
$4K ﹤0.01%
+251
610
$3K ﹤0.01%
43
611
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23
612
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613
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25
614
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35
615
$3K ﹤0.01%
195
616
$3K ﹤0.01%
79
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617
$3K ﹤0.01%
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58
620
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41
621
$3K ﹤0.01%
51
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$3K ﹤0.01%
15
623
$3K ﹤0.01%
31
624
$3K ﹤0.01%
152
625
$3K ﹤0.01%
30
+5
23 24
25
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