APWA
Atlas Private Wealth Advisors Portfolio holdings
AUM
$777M
This Quarter Return
-5.71%
1 Year Return
+11.98%
3 Year Return
+41.1%
5 Year Return
+62.49%
10 Year Return
–
AUM
$167M
AUM Growth
+$167M
(-0.13%)
Cap. Flow
+$11.4M
Cap. Flow
% of AUM
6.87%
Top 10 Holdings %
Top 10 Hldgs %
47.84%
Holding
135
New
6
Increased
54
Reduced
56
Closed
10
Top Buys
| 1 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$2.24M |
| 2 |
Invesco NASDAQ 100 ETF
QQQM
|
$1.59M |
| 3 |
Invesco Large Cap Value ETF
PWV
|
$1.54M |
| 4 |
Invesco Dividend Achievers ETF
PFM
|
$1.35M |
| 5 |
Invesco QQQ Trust
QQQ
|
$1.14M |
Top Sells
Sector Composition
| 1 | Technology | 6.82% |
| 2 | Consumer Discretionary | 6.57% |
| 3 | Healthcare | 4.84% |
| 4 | Consumer Staples | 2.63% |
| 5 | Energy | 2.45% |
