We are live on ! Find out more
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
$191M
AUM Growth
+$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$1.5M
3
+$1.22M
4
SPAB icon
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.05M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$895K

Top Sells

1
+$797K
2
+$778K
3
+$676K
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$494K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$439K

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
776
– –
-41
777
$0 ﹤0.01%
6
-11
778
$0 ﹤0.01%
8
779
– –
-125
780
– –
-75
781
– –
-626
782
– –
-33
783
– –
-4,002
784
– –
-11
785
– –
-379
786
– –
-120
787
– –
-20
788
– –
-10
789
$0 ﹤0.01%
1
790
– –
-15
791
– –
-700
792
– –
-5
793
– –
0
794
– –
-91
795
– –
-500
796
– –
-15
797
$0 ﹤0.01%
25
798
$0 ﹤0.01%
3
799
– –
-25
800
$0 ﹤0.01%
6
30 31
32
33 34