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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
$690M
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8.81M
3
+$8.77M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$8.41M
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$4.65M

Top Sells

1
+$9.5M
2
+$5.08M
3
+$4.93M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.3M
5
PFM icon
Invesco Dividend Achievers ETF
PFM
+$524K

Sector Composition

1 Technology 5.65%
2 Healthcare 2.29%
3 Consumer Staples 2.12%
4 Communication Services 1.98%
5 Consumer Discretionary 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.69M 0.25%
13,918
+800
52
$1.68M 0.24%
11,375
+78
53
$1.57M 0.23%
4,034
+8
54
$1.5M 0.22%
9,072
+4
55
$1.48M 0.21%
15,051
+5,486
56
$1.45M 0.21%
2,513
-106
57
$1.31M 0.19%
674
58
$1.3M 0.19%
15,646
+2,080
59
$1.18M 0.17%
20,467
-545
60
$1.17M 0.17%
16,080
+1,000
61
$1.16M 0.17%
22,740
62
$1.13M 0.16%
5,349
+16
63
$1.07M 0.16%
11,898
+1,164
64
$1.07M 0.16%
18,066
-268
65
$1.06M 0.15%
10,485
-433
66
$1.02M 0.15%
7,934
+260
67
$1.02M 0.15%
21,837
+490
68
$1.01M 0.15%
1,725
-32
69
$986K 0.14%
18,575
+651
70
$928K 0.13%
4,700
+7
71
$901K 0.13%
11,226
-943
72
$879K 0.13%
16,000
73
$848K 0.12%
3,839
-540
74
$821K 0.12%
4,759
+29
75
$791K 0.11%
1,718
+174
1 2
3
4 5