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
$494M
AUM Growth
+$277M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$23.3M
3
+$19.9M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$18.5M
5
PFM icon
Invesco Dividend Achievers ETF
PFM
+$17.6M

Top Sells

1
+$10.2M
2
+$676K
3
+$448K
4
HYHG icon
ProShares High Yield-Interest Rate Hedged ETF
HYHG
+$390K
5
IXC icon
iShares Global Energy ETF
IXC
+$360K

Sector Composition

1 Technology 6.61%
2 Healthcare 3.69%
3 Consumer Discretionary 3.29%
4 Consumer Staples 2.37%
5 Communication Services 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$594K 0.12%
6,097
+3,078
102
$567K 0.11%
13,164
+4,259
103
$550K 0.11%
29,836
+15,280
104
$545K 0.11%
+674
105
$539K 0.11%
9,374
+3,849
106
$538K 0.11%
3,702
+1,858
107
$533K 0.11%
1,564
+781
108
$524K 0.11%
4,374
+2,114
109
$523K 0.11%
9,300
+3,572
110
$519K 0.11%
+23,630
111
$483K 0.1%
6,512
+3,204
112
$482K 0.1%
4,624
+2,526
113
$468K 0.09%
160,806
+80,053
114
$460K 0.09%
+9,614
115
$457K 0.09%
4,590
+2,076
116
$442K 0.09%
3,002
+1,406
117
$441K 0.09%
4,934
+2,917
118
$433K 0.09%
+8,271
119
$424K 0.09%
5,333
+2,425
120
$421K 0.09%
21,926
+9,358
121
$415K 0.08%
+9,850
122
$407K 0.08%
+1,630
123
$406K 0.08%
16,016
+7,372
124
$392K 0.08%
15,043
+6,626
125
$391K 0.08%
+6,110
3 4
5
6 7