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
$191M
AUM Growth
+$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.46M
3
+$1.22M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.04M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$879K

Top Sells

1
+$783K
2
+$752K
3
+$615K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$484K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$434K

Sector Composition

1 Technology 8.03%
2 Consumer Discretionary 6.66%
3 Healthcare 4.63%
4 Financials 3.33%
5 Communication Services 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$376K 0.2%
7,740
102
$356K 0.19%
3,025
-986
103
$353K 0.18%
5,501
-92
104
$353K 0.18%
8,922
-33
105
$349K 0.18%
154,210
+55,755
106
$346K 0.18%
21,629
-1,534
107
$345K 0.18%
2,000
108
$341K 0.18%
11,200
109
$335K 0.18%
4,771
-61
110
$324K 0.17%
807
111
$321K 0.17%
15,480
112
$318K 0.17%
6,348
-1,867
113
$315K 0.16%
7,431
-385
114
$295K 0.15%
792
115
$285K 0.15%
11,843
116
$280K 0.15%
9,125
+8,365
117
$280K 0.15%
25,442
-2,229
118
$261K 0.14%
5,688
119
$260K 0.14%
6,782
+1,198
120
$255K 0.13%
9,500
+3,000
121
$252K 0.13%
1,956
-16
122
$241K 0.13%
2,315
+92
123
$234K 0.12%
4,267
+3,720
124
$225K 0.12%
368
125
$212K 0.11%
4,755
+2,833
3 4
5
6 7