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
$494M
AUM Growth
+$277M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$23.3M
3
+$19.9M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$18.5M
5
PFM icon
Invesco Dividend Achievers ETF
PFM
+$17.6M

Top Sells

1
+$10.2M
2
+$676K
3
+$448K
4
HYHG icon
ProShares High Yield-Interest Rate Hedged ETF
HYHG
+$390K
5
IXC icon
iShares Global Energy ETF
IXC
+$360K

Sector Composition

1 Technology 6.61%
2 Healthcare 3.69%
3 Consumer Discretionary 3.29%
4 Consumer Staples 2.37%
5 Communication Services 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.8M 0.36%
11,048
+5,146
52
$1.78M 0.36%
18,197
+9,513
53
$1.73M 0.35%
9,940
+5,055
54
$1.73M 0.35%
40,078
+20,039
55
$1.71M 0.35%
37,079
+11,587
56
$1.67M 0.34%
15,575
+7,783
57
$1.57M 0.32%
98,401
+55,894
58
$1.55M 0.31%
15,790
+6,656
59
$1.52M 0.31%
35,700
+17,854
60
$1.52M 0.31%
110,330
+50,365
61
$1.5M 0.3%
9,564
+5,128
62
$1.5M 0.3%
25,316
+12,658
63
$1.47M 0.3%
31,326
+17,743
64
$1.46M 0.3%
34,490
+17,220
65
$1.39M 0.28%
22,180
+8,249
66
$1.38M 0.28%
229,928
+113,384
67
$1.36M 0.27%
4,722
+2,275
68
$1.35M 0.27%
3,033
+1,442
69
$1.34M 0.27%
17,824
+7,528
70
$1.21M 0.24%
5,436
+3,065
71
$1.1M 0.22%
5,866
+2,903
72
$1.05M 0.21%
54,751
+24,291
73
$1.05M 0.21%
31,388
+15,699
74
$1.03M 0.21%
61,120
+30,560
75
$999K 0.2%
9,238
+3,892
1 2
3
4 5