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
76
$609K 0.32%
5,245
-3,741
77
$608K 0.32%
4,560
-860
78
$599K 0.31%
7,270
+7,005
79
$596K 0.31%
15,837
-40
80
$578K 0.3%
26,232
-4,468
81
$568K 0.3%
5,198
-998
82
$557K 0.29%
3,733
-245
83
$540K 0.28%
2,538
+2,001
84
$540K 0.28%
4,890
+4,860
85
$528K 0.28%
6,400
86
$523K 0.27%
1,213
+12
87
$478K 0.25%
11,668
+6,020
88
$464K 0.24%
9,120
+7,275
89
$449K 0.23%
21,880
-515
90
$438K 0.23%
14,004
-209
91
$431K 0.23%
11,061
+796
92
$423K 0.22%
2,500
-460
93
$416K 0.22%
+11,497
94
$411K 0.21%
15,760
-2,500
95
$410K 0.21%
+7,352
96
$401K 0.21%
3,188
97
$399K 0.21%
+9,657
98
$394K 0.21%
13,290
99
$380K 0.2%
2,840
-40
100
$377K 0.2%
7,165
-475
2 3
4
5 6