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
$690M
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$8.98M
3
+$8.79M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$8.77M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$5.01M

Top Sells

1
+$9.88M
2
+$5.21M
3
+$5.05M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.41M
5
PFM icon
Invesco Dividend Achievers ETF
PFM
+$547K

Sector Composition

1 Technology 5.65%
2 Healthcare 2.29%
3 Consumer Staples 2.12%
4 Communication Services 1.98%
5 Consumer Discretionary 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$773K 0.11%
6,126
+24
77
$764K 0.11%
1,302
78
$737K 0.11%
3,478
-298
79
$736K 0.11%
6,512
-424
80
$732K 0.11%
1,408
+4
81
$722K 0.1%
2,661
-360
82
$709K 0.1%
3,430
83
$699K 0.1%
8,340
+736
84
$683K 0.1%
19,940
85
$677K 0.1%
22,400
86
$649K 0.09%
26,346
+556
87
$616K 0.09%
5,588
88
$611K 0.09%
9,435
89
$607K 0.09%
2,206
90
$594K 0.09%
838
91
$585K 0.08%
6,921
+290
92
$577K 0.08%
1,168
93
$576K 0.08%
3,318
+9
94
$574K 0.08%
7,556
+1,352
95
$569K 0.08%
8,436
-173
96
$551K 0.08%
6,818
+10
97
$523K 0.08%
8,430
98
$517K 0.08%
3,000
99
$513K 0.07%
3,126
100
$494K 0.07%
1,824
2 3
4
5 6