APWA
Atlas Private Wealth Advisors Portfolio holdings
AUM
$777M
This Quarter Return
+5.2%
1 Year Return
+11.98%
3 Year Return
+41.1%
5 Year Return
+62.49%
10 Year Return
–
AUM
$494M
AUM Growth
+$494M
(+128%)
Cap. Flow
+$267M
Cap. Flow
% of AUM
54.14%
Top 10 Holdings %
Top 10 Hldgs %
56.31%
Holding
191
New
61
Increased
120
Reduced
1
Closed
9
Top Buys
| 1 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$26.8M |
| 2 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$23.3M |
| 3 |
Invesco Large Cap Value ETF
PWV
|
$19.9M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$18.5M |
| 5 |
Invesco Dividend Achievers ETF
PFM
|
$17.6M |
Top Sells
Sector Composition
| 1 | Technology | 6.61% |
| 2 | Healthcare | 3.69% |
| 3 | Consumer Discretionary | 3.29% |
| 4 | Consumer Staples | 2.37% |
| 5 | Communication Services | 2.16% |
