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
$615M
AUM Growth
+$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$33.5M
2
+$29.8M
3
+$26.7M
4
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
+$20.9M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$20.6M

Top Sells

1
+$214K
2
+$37.9K
3
+$36.5K
4
TMQ
Trilogy Metals
TMQ
+$15K
5
FSCO
FS Credit Opportunities Corp
FSCO
+$1.27K

Sector Composition

1 Technology 5.77%
2 Healthcare 2.38%
3 Communication Services 2.12%
4 Consumer Staples 2.1%
5 Consumer Discretionary 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.62M 0.26%
13,118
+6,968
52
$1.43M 0.23%
2,619
+1,230
53
$1.32M 0.22%
4,026
+2,024
54
$1.16M 0.19%
22,740
+11,370
55
$1.16M 0.19%
45,826
+28,244
56
$1.14M 0.19%
21,012
+11,785
57
$1.08M 0.18%
5,333
+2,924
58
$1.06M 0.17%
10,918
+4,875
59
$1.06M 0.17%
13,566
+9,605
60
$1.02M 0.17%
15,080
+7,840
61
$1M 0.16%
18,334
+9,354
62
$1M 0.16%
674
+337
63
$939K 0.15%
12,169
+5,391
64
$930K 0.15%
21,347
+12,523
65
$926K 0.15%
17,924
+8,709
66
$923K 0.15%
7,674
+3,972
67
$895K 0.15%
1,757
+879
68
$888K 0.14%
4,379
+1,945
69
$880K 0.14%
16,000
+8,000
70
$878K 0.14%
+9,565
71
$845K 0.14%
10,734
+6,359
72
$805K 0.13%
4,693
+2,350
73
$774K 0.13%
3,776
+1,317
74
$762K 0.12%
4,730
+2,820
75
$761K 0.12%
1,404
+704
1 2
3
4 5