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
$216M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
788
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$5.66M
3
+$5.11M
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$3.55M
5
ONEY icon
SPDR Russell 1000 Yield Focus ETF
ONEY
+$3.31M

Top Sells

1
+$3.58M
2
+$3.03M
3
+$2.74M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.33M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.55M

Sector Composition

1 Technology 7.55%
2 Consumer Discretionary 6.46%
3 Healthcare 3.68%
4 Communication Services 2.47%
5 Consumer Staples 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.5%
10,981
-3
52
$1.07M 0.49%
6,136
-367
53
$1.02M 0.47%
46,095
+5,275
54
$1M 0.46%
19,511
-183
55
$999K 0.46%
17,046
+186
56
$969K 0.45%
15,625
+848
57
$932K 0.43%
10,710
+907
58
$912K 0.42%
60,825
-8,318
59
$902K 0.42%
5,192
+105
60
$901K 0.42%
6,799
-12
61
$881K 0.41%
14,884
-284
62
$841K 0.39%
8,847
+39
63
$810K 0.37%
43,595
-2,726
64
$793K 0.37%
1,662
+449
65
$779K 0.36%
35,598
+2,006
66
$779K 0.36%
12,724
-15
67
$763K 0.35%
3,429
-226
68
$723K 0.33%
5,000
+440
69
$708K 0.33%
15,439
70
$705K 0.33%
12,211
71
$702K 0.32%
1,835
-4
72
$700K 0.32%
22,617
+8,613
73
$698K 0.32%
9,840
74
$693K 0.32%
1,098
+8
75
$693K 0.32%
12,412
+8,145
1 2
3
4 5