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
$615M
AUM Growth
+$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$33.5M
2
+$29.8M
3
+$26.7M
4
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
+$20.9M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$20.6M

Top Sells

1
+$214K
2
+$37.9K
3
+$36.5K
4
TMQ
Trilogy Metals
TMQ
+$15K
5
FSCO
FS Credit Opportunities Corp
FSCO
+$1.27K

Sector Composition

1 Technology 5.77%
2 Healthcare 2.38%
3 Communication Services 2.12%
4 Consumer Staples 2.1%
5 Consumer Discretionary 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$751K 0.12%
1,302
+541
77
$743K 0.12%
6,936
+3,355
78
$728K 0.12%
6,102
+3,055
79
$700K 0.11%
3,021
+1,483
80
$667K 0.11%
3,430
+1,716
81
$662K 0.11%
19,940
+9,970
82
$636K 0.1%
5,002
+1,169
83
$628K 0.1%
1,544
+612
84
$620K 0.1%
22,400
+11,200
85
$603K 0.1%
25,790
+13,173
86
$601K 0.1%
3,000
+1,500
87
$579K 0.09%
2,206
+1,103
88
$575K 0.09%
3,309
+1,659
89
$573K 0.09%
9,435
+4,737
90
$566K 0.09%
838
+406
91
$555K 0.09%
5,588
+2,427
92
$551K 0.09%
8,609
+4,494
93
$522K 0.08%
+7,604
94
$515K 0.08%
1,168
+584
95
$507K 0.08%
3,126
+1,563
96
$470K 0.08%
6,631
+3,330
97
$462K 0.08%
18,410
+9,181
98
$461K 0.07%
6,808
+2,660
99
$459K 0.07%
917
+458
100
$435K 0.07%
+6,204
2 3
4
5 6