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
$216M
AUM Growth
+$24.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
788
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$5.66M
3
+$5.11M
4
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$3.55M
5
ONEY icon
SPDR Russell 1000 Yield Focus ETF
ONEY
+$3.31M

Top Sells

1
+$3.58M
2
+$3.03M
3
+$2.74M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.33M
5
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$1.55M

Sector Composition

1 Technology 7.55%
2 Consumer Discretionary 6.46%
3 Healthcare 3.68%
4 Communication Services 2.47%
5 Consumer Staples 2.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$377K 0.17%
3,239
-2,006
102
$376K 0.17%
822
+15
103
$374K 0.17%
2,046
+90
104
$367K 0.17%
792
105
$357K 0.17%
3,188
106
$356K 0.16%
13,815
-1,945
107
$346K 0.16%
5,406
+2,203
108
$346K 0.16%
6,835
-905
109
$331K 0.15%
21,630
+1
110
$331K 0.15%
6,855
-6,000
111
$329K 0.15%
4,771
112
$328K 0.15%
2,540
-485
113
$325K 0.15%
5,688
114
$324K 0.15%
5,509
+8
115
$322K 0.15%
+2,980
116
$316K 0.15%
2,038
-462
117
$308K 0.14%
4,635
+3,353
118
$300K 0.14%
168,540
+111,542
119
$293K 0.14%
9,859
-3,431
120
$284K 0.13%
6,784
+2
121
$280K 0.13%
6,297
-1,134
122
$277K 0.13%
25,900
+458
123
$269K 0.12%
8,922
124
$263K 0.12%
436
+68
125
$261K 0.12%
9,500
3 4
5
6 7