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
701
$3K ﹤0.01%
859
+110
702
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50
703
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44
+14
704
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292
705
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62
706
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45
707
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128
708
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24
-73
709
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300
710
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145
711
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50
+17
712
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713
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+1,000
714
$3K ﹤0.01%
+125
715
$3K ﹤0.01%
120
716
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14
+6
717
$3K ﹤0.01%
36
+12
718
$2K ﹤0.01%
8
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719
$2K ﹤0.01%
68
720
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34
+12
721
$2K ﹤0.01%
20
+9
722
$2K ﹤0.01%
3
+1
723
$2K ﹤0.01%
4
724
$2K ﹤0.01%
8
+3
725
$2K ﹤0.01%
58
27 28
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