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
$179M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
917
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$2.85M
3
+$2.65M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$2.65M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.52M

Top Sells

1
+$1.29M
2
+$988K
3
+$818K
4
DD icon
DuPont de Nemours
DD
+$690K
5
GBX icon
The Greenbrier Companies
GBX
+$523K

Sector Composition

1 Consumer Discretionary 7.9%
2 Technology 7.75%
3 Healthcare 4.58%
4 Communication Services 3.05%
5 Financials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$4K ﹤0.01%
300
652
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18
-912
653
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162
+60
654
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245
655
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44
+5
656
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86
657
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249
658
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27
+7
659
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55
660
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61
+26
661
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70
662
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663
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1,000
664
$3K ﹤0.01%
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665
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20
+7
666
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53
667
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31
+13
668
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669
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27
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670
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42
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671
$3K ﹤0.01%
25
672
$3K ﹤0.01%
11
+4
673
$3K ﹤0.01%
19
+6
674
$3K ﹤0.01%
23
675
$3K ﹤0.01%
25
25 26
27
28 29