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
$191M
AUM Growth
+$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.46M
3
+$1.22M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.04M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$879K

Top Sells

1
+$783K
2
+$752K
3
+$615K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$484K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$434K

Sector Composition

1 Technology 8.03%
2 Consumer Discretionary 6.66%
3 Healthcare 4.63%
4 Financials 3.33%
5 Communication Services 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1K ﹤0.01%
50
727
$1K ﹤0.01%
19
+9
728
$1K ﹤0.01%
11
729
$1K ﹤0.01%
1
730
$1K ﹤0.01%
72
731
$1K ﹤0.01%
8
732
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9
733
$1K ﹤0.01%
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734
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735
$1K ﹤0.01%
100
736
$1K ﹤0.01%
22
737
$1K ﹤0.01%
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738
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7
739
$1K ﹤0.01%
11
740
$1K ﹤0.01%
78
+12
741
– –
-1,850
742
$0 ﹤0.01%
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743
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-11
744
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-5
745
$0 ﹤0.01%
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746
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747
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748
– –
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749
– –
-53
750
$0 ﹤0.01%
3
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