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
$538M
AUM Growth
+$8.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$14.7M
3
+$11.5M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$11M
5
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
+$9.97M

Top Sells

1
+$18.9M
2
+$18.1M
3
+$14.4M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$7.77M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$7.51M

Sector Composition

1 Technology 6.06%
2 Consumer Discretionary 2.48%
3 Healthcare 2.39%
4 Consumer Staples 2.32%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$574K 0.11%
2,206
77
$566K 0.11%
24,522
+362
78
$547K 0.1%
3,708
+342
79
$520K 0.1%
9,395
-1,388
80
$510K 0.09%
2,722
+72
81
$504K 0.09%
145,806
-15,000
82
$491K 0.09%
4,876
-422
83
$488K 0.09%
24,426
+1,991
84
$469K 0.09%
4,040
-368
85
$465K 0.09%
3,000
-18,504
86
$461K 0.09%
10,084
+2,480
87
$450K 0.08%
9,370
+3,308
88
$449K 0.08%
26,166
+4,650
89
$438K 0.08%
20,720
-12,598
90
$435K 0.08%
8,277
91
$435K 0.08%
950
92
$434K 0.08%
995
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93
$433K 0.08%
9,190
-660
94
$431K 0.08%
+3,782
95
$430K 0.08%
8,430
96
$426K 0.08%
3,820
+180
97
$421K 0.08%
864
-16
98
$413K 0.08%
968
-32
99
$411K 0.08%
6,768
+229
100
$407K 0.08%
3,761
-782
2 3
4
5 6