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
801
– –
-10
802
– –
-14
803
– –
-44
804
– –
-60
805
– –
-78
806
$0 ﹤0.01%
2
807
– –
0
808
$0 ﹤0.01%
4
809
– –
-33
810
– –
-1
811
– –
-1
812
$0 ﹤0.01%
+6
813
– –
-41
814
$0 ﹤0.01%
1
815
– –
-44
816
– –
-46
817
$0 ﹤0.01%
2
818
$0 ﹤0.01%
2
-281
819
– –
-3
820
– –
-2
821
– –
-37
822
– –
-30
823
$0 ﹤0.01%
1
824
– –
0
825
$0 ﹤0.01%
6
-11
30 31 32
33
34