APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $408M
1-Year Est. Return 11.73%
This Quarter Est. Return
1 Year Est. Return
+11.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$717M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$17.6M
3
+$14.2M
4
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$12M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$11.1M

Top Sells

1
+$23.2M
2
+$22.3M
3
+$21.2M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$15.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$13.4M

Sector Composition

1 Technology 5.44%
2 Healthcare 1.73%
3 Consumer Discretionary 1.57%
4 Communication Services 1.5%
5 Consumer Staples 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.89M 0.26%
17,461
+3,668
52
$1.86M 0.26%
10,941
-5,671
53
$1.86M 0.26%
5,065
-2,714
54
$1.74M 0.24%
5,590
-75
55
$1.72M 0.24%
14,446
-4,110
56
$1.69M 0.24%
10,645
-8,955
57
$1.67M 0.23%
17,808
-534
58
$1.52M 0.21%
19,080
+968
59
$1.5M 0.21%
52,902
-71,971
60
$1.47M 0.21%
32,418
-29,127
61
$1.45M 0.2%
4,642
-2,657
62
$1.43M 0.2%
15,888
+1,560
63
$1.42M 0.2%
8,469
-3,118
64
$1.38M 0.19%
4,092
+48
65
$1.36M 0.19%
8,794
+640
66
$1.36M 0.19%
18,924
-10,806
67
$1.35M 0.19%
+23,426
68
$1.33M 0.19%
44,916
-20,048
69
$1.3M 0.18%
+31,912
70
$1.29M 0.18%
2,295
-230
71
$1.26M 0.18%
5,119
+286
72
$1.25M 0.17%
679
+5
73
$1.24M 0.17%
8,392
-7,604
74
$1.2M 0.17%
13,398
-8,134
75
$1.17M 0.16%
19,942
+98
1 2
3
4 5