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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
676
$2K ﹤0.01%
19
677
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10
678
$2K ﹤0.01%
145
679
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1
680
$2K ﹤0.01%
100
681
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34
682
$2K ﹤0.01%
11
683
$2K ﹤0.01%
275
684
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12
685
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25
686
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31
687
$1K ﹤0.01%
5
-16
688
$1K ﹤0.01%
32
689
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18
690
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4
691
$1K ﹤0.01%
15
692
$1K ﹤0.01%
10
-300
693
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24
694
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20
695
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78
+12
696
$1K ﹤0.01%
+27
697
$1K ﹤0.01%
+7
698
$1K ﹤0.01%
4
699
$1K ﹤0.01%
11
700
$1K ﹤0.01%
166
26 27
28
29 30