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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
$167M
AUM Growth
-$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$9.83M
3
+$9.45M
4
PFM icon
Invesco Dividend Achievers ETF
PFM
+$8.82M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$7.11M

Top Sells

1
+$16.1M
2
+$11.1M
3
+$8.99M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$8.82M
5
ONEY icon
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
+$8.46M

Sector Composition

1 Technology 6.86%
2 Consumer Discretionary 6.23%
3 Healthcare 4.96%
4 Consumer Staples 2.84%
5 Communication Services 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$802K 0.48%
+6,317
52
$781K 0.47%
37,279
-25,849
53
$778K 0.47%
10,565
-162
54
$729K 0.44%
1,233
+135
55
$718K 0.43%
114,894
+7,137
56
$708K 0.42%
11,953
+55
57
$706K 0.42%
+63,450
58
$700K 0.42%
18,715
-278
59
$698K 0.42%
21,823
+13,142
60
$696K 0.42%
7,811
-86,812
61
$689K 0.41%
26,164
-415,654
62
$682K 0.41%
4,709
-718
63
$667K 0.4%
17,374
-317
64
$650K 0.39%
1,713
-48
65
$645K 0.39%
82,185
-25
66
$644K 0.39%
4,159
+14
67
$632K 0.38%
15,477
-85,071
68
$630K 0.38%
35,378
+120
69
$623K 0.37%
5,665
-833
70
$619K 0.37%
13,461
+336
71
$598K 0.36%
16,619
+1,180
72
$598K 0.36%
15,216
-266
73
$593K 0.36%
22,996
+995
74
$578K 0.35%
2,377
+2
75
$578K 0.35%
3,416
+48
1 2
3
4 5