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
$167M
AUM Growth
-$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$9.14M
3
+$8.54M
4
PFM icon
Invesco Dividend Achievers ETF
PFM
+$8.33M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.55M

Top Sells

1
+$15.1M
2
+$10.9M
3
+$8.76M
4
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$8.22M
5
ONEY icon
SPDR Russell 1000 Yield Focus ETF
ONEY
+$7.74M

Sector Composition

1 Technology 6.86%
2 Consumer Discretionary 6.23%
3 Healthcare 4.96%
4 Consumer Staples 2.84%
5 Communication Services 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$321K 0.19%
1,990
-802
102
$316K 0.19%
2,900
+80
103
$314K 0.19%
6,836
+1,437
104
$302K 0.18%
924
-35
105
$295K 0.18%
5,719
-13
106
$291K 0.17%
20,550
-510
107
$271K 0.16%
13,937
-1,772
108
$264K 0.16%
+12,836
109
$260K 0.16%
2,002
110
$257K 0.15%
128,745
+10,154
111
$254K 0.15%
4,589
-3,493
112
$251K 0.15%
2,992
+6
113
$246K 0.15%
16,260
+240
114
$243K 0.15%
6,137
115
$239K 0.14%
9,006
-785
116
$239K 0.14%
+11,628
117
$237K 0.14%
6,212
+6
118
$235K 0.14%
+5,328
119
$235K 0.14%
12,400
-3,399
120
$221K 0.13%
8,965
+43
121
$210K 0.13%
5,845
-785
122
$209K 0.13%
1,961
-172
123
$202K 0.12%
3,084
-1,687
124
$202K 0.12%
1,700
+20
125
$200K 0.12%
1,305
+1
2 3 4
5
6