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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
$538M
AUM Growth
+$8.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$13.2M
3
+$10.7M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$10.2M
5
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$9.64M

Top Sells

1
+$17.7M
2
+$17.1M
3
+$14.4M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$7.51M
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$7.46M

Sector Composition

1 Technology 6.06%
2 Consumer Discretionary 2.48%
3 Healthcare 2.39%
4 Consumer Staples 2.32%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.22%
15,015
-15,716
52
$1.14M 0.21%
6,118
-3,050
53
$1.12M 0.21%
8,980
+588
54
$1.01M 0.19%
5,051
-1,074
55
$1.01M 0.19%
19,561
+177
56
$977K 0.18%
4,004
57
$923K 0.17%
1,752
+19
58
$893K 0.17%
17,640
+400
59
$888K 0.17%
13,680
60
$863K 0.16%
16,594
+2,487
61
$844K 0.16%
7,630
-656
62
$837K 0.16%
16,190
-2,059
63
$801K 0.15%
16,000
64
$787K 0.15%
12,562
-5,990
65
$785K 0.15%
674
66
$778K 0.14%
13,914
+3,364
67
$736K 0.14%
12,176
+16
68
$686K 0.13%
4,428
-662
69
$666K 0.12%
6,046
+698
70
$658K 0.12%
1,396
+6
71
$642K 0.12%
6,116
+29
72
$634K 0.12%
6,608
-1,341
73
$627K 0.12%
22,400
-92,780
74
$607K 0.11%
3,562
+2
75
$593K 0.11%
1,664
-100
1 2
3
4 5