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
$494M
AUM Growth
+$277M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$23.3M
3
+$19.9M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$18.5M
5
PFM icon
Invesco Dividend Achievers ETF
PFM
+$17.6M

Top Sells

1
+$10.2M
2
+$676K
3
+$448K
4
HYHG icon
ProShares High Yield-Interest Rate Hedged ETF
HYHG
+$390K
5
IXC icon
iShares Global Energy ETF
IXC
+$360K

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$943K 0.19%
38,000
+16,325
77
$937K 0.19%
7,648
+4,956
78
$936K 0.19%
63,342
+31,671
79
$901K 0.18%
19,120
+8,920
80
$876K 0.18%
17,240
+8,620
81
$857K 0.17%
13,680
+6,840
82
$843K 0.17%
+16,000
83
$829K 0.17%
10,110
+5,038
84
$828K 0.17%
8,692
+4,018
85
$828K 0.17%
16,120
+9,506
86
$781K 0.16%
20,718
+9,353
87
$766K 0.16%
4,004
+2,002
88
$748K 0.15%
1,692
+846
89
$736K 0.15%
1,366
+815
90
$730K 0.15%
8,282
+4,091
91
$728K 0.15%
16,845
+7,838
92
$727K 0.15%
45,714
+22,857
93
$685K 0.14%
5,753
+2,862
94
$672K 0.14%
27,777
+10,929
95
$672K 0.14%
14,578
+4,015
96
$660K 0.13%
1,486
+720
97
$641K 0.13%
+3,558
98
$638K 0.13%
+21,286
99
$611K 0.12%
15,234
+6,011
100
$609K 0.12%
11,636
+5,656
2 3
4
5 6