APWA
Atlas Private Wealth Advisors Portfolio holdings
AUM
$777M
This Quarter Return
+5.48%
1 Year Return
+11.98%
3 Year Return
+41.1%
5 Year Return
+62.49%
10 Year Return
–
AUM
$216M
AUM Growth
+$216M
(+15%)
Cap. Flow
+$20.2M
Cap. Flow
% of AUM
9.34%
Top 10 Holdings %
Top 10 Hldgs %
57.03%
Holding
137
New
11
Increased
50
Reduced
55
Closed
7
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$2.89M |
| 2 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$2.84M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$2.57M |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$2.31M |
| 5 |
Invesco Large Cap Value ETF
PWV
|
$2.18M |
Top Sells
| 1 |
iShares Core 80/20 Aggressive Allocation ETF
AOA
|
$1.64M |
| 2 |
Advanced Micro Devices
AMD
|
$396K |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$323K |
| 4 |
Pultegroup
PHM
|
$279K |
| 5 |
Invesco S&P 500 Quality ETF
SPHQ
|
$225K |
Sector Composition
| 1 | Technology | 5.98% |
| 2 | Healthcare | 3.75% |
| 3 | Consumer Discretionary | 3.35% |
| 4 | Consumer Staples | 2.39% |
| 5 | Financials | 2.27% |
