APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $408M
1-Year Est. Return 11.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+11.73%
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
+$4.11M
2
+$2.85M
3
+$2.65M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$2.65M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.52M

Top Sells

1
+$1.29M
2
+$988K
3
+$818K
4
DD icon
DuPont de Nemours
DD
+$690K
5
GBX icon
The Greenbrier Companies
GBX
+$523K

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%
15
752
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31
753
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-3
754
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757
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+2
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760
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-282
761
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8
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763
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22
+7
764
$1K ﹤0.01%
+29
765
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12
766
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10
767
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8
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768
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769
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771
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18
772
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+10
773
$1K ﹤0.01%
+23
774
$1K ﹤0.01%
15
775
$1K ﹤0.01%
+50
29 30
31
32 33