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APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $425M
1-Year Est. Return 14.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.73%
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
+$1.63M
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
601
$4K ﹤0.01%
32
602
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74
+34
603
$4K ﹤0.01%
50
604
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53
605
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55
606
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-94
607
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250
608
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609
$4K ﹤0.01%
1,000
610
$3K ﹤0.01%
195
611
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79
+1
612
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102
+2
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$3K ﹤0.01%
144
614
$3K ﹤0.01%
58
615
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616
$3K ﹤0.01%
51
617
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35
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$3K ﹤0.01%
10
619
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36
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36
621
$3K ﹤0.01%
131
622
$3K ﹤0.01%
2
623
$3K ﹤0.01%
64
624
$3K ﹤0.01%
355
625
$3K ﹤0.01%
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