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
$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
676
$3K ﹤0.01%
55
+17
677
$3K ﹤0.01%
+100
678
$3K ﹤0.01%
37
+22
679
$3K ﹤0.01%
150
680
$3K ﹤0.01%
97
+19
681
$3K ﹤0.01%
250
682
$3K ﹤0.01%
94
683
$3K ﹤0.01%
+100
684
$3K ﹤0.01%
23
685
$3K ﹤0.01%
25
686
$3K ﹤0.01%
50
687
$3K ﹤0.01%
53
+21
688
$3K ﹤0.01%
14
+5
689
$3K ﹤0.01%
32
690
$3K ﹤0.01%
400
691
$3K ﹤0.01%
11
+4
692
$3K ﹤0.01%
19
+6
693
$3K ﹤0.01%
27
+11
694
$3K ﹤0.01%
14
+5
695
$3K ﹤0.01%
650
-550
696
$3K ﹤0.01%
15
697
$3K ﹤0.01%
35
698
$3K ﹤0.01%
523
+17
699
$3K ﹤0.01%
9
+3
700
$3K ﹤0.01%
20
26 27
28
29 30