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
$216M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
788
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$5.66M
3
+$5.11M
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$3.55M
5
ONEY icon
SPDR Russell 1000 Yield Focus ETF
ONEY
+$3.31M

Top Sells

1
+$3.58M
2
+$3.03M
3
+$2.74M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.33M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.55M

Sector Composition

1 Technology 7.55%
2 Consumer Discretionary 6.46%
3 Healthcare 3.68%
4 Communication Services 2.47%
5 Consumer Staples 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
– –
-110
777
– –
-1
778
– –
-2,055
779
– –
-12
780
– –
-1,897
781
– –
-1
782
– –
-57
783
– –
-14
784
– –
-310
785
– –
-2,000
786
– –
-1,045
787
– –
-22
788
– –
-159
28 29 30 31
32