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
$191M
AUM Growth
+$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.46M
3
+$1.22M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.04M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$879K

Top Sells

1
+$783K
2
+$752K
3
+$615K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$484K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$434K

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
51
$835K 0.44%
8,808
+856
52
$802K 0.42%
14,777
+3,682
53
$800K 0.42%
3,655
+133
54
$796K 0.42%
15,168
+1,392
55
$779K 0.41%
11,107
+8,650
56
$765K 0.4%
5,087
+367
57
$749K 0.39%
12,739
+528
58
$699K 0.37%
9,840
+500
59
$695K 0.36%
1,839
-19
60
$690K 0.36%
+7,409
61
$675K 0.35%
33,592
-115
62
$666K 0.35%
24,282
-154
63
$664K 0.35%
15,439
+15,341
64
$664K 0.35%
80,460
+2,450
65
$660K 0.34%
1,090
-13
66
$659K 0.34%
12,211
-82
67
$642K 0.34%
20,967
+18,777
68
$638K 0.33%
1,880
-204
69
$631K 0.33%
13,939
-2,897
70
$628K 0.33%
26,204
-40
71
$628K 0.33%
12,855
-608
72
$615K 0.32%
1,559
+5
73
$614K 0.32%
+15,482
74
$612K 0.32%
110,459
-551
75
$609K 0.32%
5,008
1 2
3
4 5