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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
$179M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
917
New
Increased
Reduced
Closed

Top Buys

1
+$3.99M
2
+$2.71M
3
+$2.56M
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$2.52M
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$2.52M

Top Sells

1
+$1.3M
2
+$1.01M
3
+$764K
4
DD icon
DuPont de Nemours
DD
+$679K
5
GBX icon
The Greenbrier Companies
GBX
+$472K

Sector Composition

1 Consumer Discretionary 7.9%
2 Technology 7.75%
3 Healthcare 4.58%
4 Communication Services 3.05%
5 Financials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
751
$2K ﹤0.01%
34
752
$2K ﹤0.01%
87
-282
753
$2K ﹤0.01%
8
+3
754
$2K ﹤0.01%
110
755
$2K ﹤0.01%
16
+6
756
$2K ﹤0.01%
+35
757
$2K ﹤0.01%
500
758
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-2
759
$2K ﹤0.01%
10
760
– –
0
761
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4
762
$2K ﹤0.01%
8
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$2K ﹤0.01%
22
+7
764
$1K ﹤0.01%
+29
765
$1K ﹤0.01%
12
766
$1K ﹤0.01%
10
767
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8
+4
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$1K ﹤0.01%
+7
769
$1K ﹤0.01%
+3
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$1K ﹤0.01%
32
771
$1K ﹤0.01%
+7
772
$1K ﹤0.01%
18
773
$1K ﹤0.01%
+10
774
$1K ﹤0.01%
+23
775
$1K ﹤0.01%
15
29 30
31
32 33