We are live on ! Find out more
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
$179M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
917
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$2.71M
3
+$2.56M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$2.52M
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$2.52M

Top Sells

1
+$1.3M
2
+$1.01M
3
+$764K
4
DD icon
DuPont de Nemours
DD
+$679K
5
GBX icon
The Greenbrier Companies
GBX
+$472K

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%
150
677
$3K ﹤0.01%
97
+19
678
$3K ﹤0.01%
250
679
$3K ﹤0.01%
94
680
$3K ﹤0.01%
+100
681
$3K ﹤0.01%
23
682
$3K ﹤0.01%
25
683
$3K ﹤0.01%
50
684
$3K ﹤0.01%
53
+21
685
$3K ﹤0.01%
14
+5
686
$3K ﹤0.01%
32
687
$3K ﹤0.01%
400
688
$3K ﹤0.01%
11
+4
689
$3K ﹤0.01%
19
+6
690
$3K ﹤0.01%
27
+11
691
$3K ﹤0.01%
14
+5
692
$3K ﹤0.01%
650
-550
693
$3K ﹤0.01%
15
694
$3K ﹤0.01%
35
695
$3K ﹤0.01%
105
+4
696
$3K ﹤0.01%
9
+3
697
$3K ﹤0.01%
20
698
$3K ﹤0.01%
859
+110
699
$3K ﹤0.01%
50
700
$3K ﹤0.01%
14
+6
26 27
28
29 30