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
$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
701
$1K ﹤0.01%
25
702
$1K ﹤0.01%
6
703
$1K ﹤0.01%
50
704
$1K ﹤0.01%
19
+9
705
$1K ﹤0.01%
11
706
– –
0
707
$1K ﹤0.01%
72
708
$1K ﹤0.01%
8
709
$1K ﹤0.01%
9
710
$1K ﹤0.01%
12
711
$1K ﹤0.01%
29
712
$1K ﹤0.01%
15
713
$1K ﹤0.01%
50
714
$1K ﹤0.01%
55
715
$1K ﹤0.01%
5
716
$1K ﹤0.01%
100
717
$1K ﹤0.01%
26
718
$1K ﹤0.01%
6
719
$1K ﹤0.01%
10
-4
720
$1K ﹤0.01%
4
721
$1K ﹤0.01%
47
722
$1K ﹤0.01%
10
723
$1K ﹤0.01%
1
724
$1K ﹤0.01%
57
725
$1K ﹤0.01%
14
27 28
29
30 31