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
$538M
AUM Growth
+$8.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$14.7M
3
+$11.5M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$11M
5
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
+$9.97M

Top Sells

1
+$18.9M
2
+$18.1M
3
+$14.4M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$7.77M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$7.51M

Sector Composition

1 Technology 6.06%
2 Consumer Discretionary 2.48%
3 Healthcare 2.39%
4 Consumer Staples 2.32%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$406K 0.08%
1,824
102
$404K 0.08%
8,663
-3,148
103
$398K 0.07%
7,874
-682
104
$390K 0.07%
15,200
-1,226
105
$381K 0.07%
2,172
-630
106
$369K 0.07%
5,994
-2,100
107
$368K 0.07%
36,944
-1,642
108
$360K 0.07%
8,880
-5,809
109
$347K 0.06%
61,203
-5,993
110
$346K 0.06%
19,260
-150
111
$342K 0.06%
3,288
+104
112
$339K 0.06%
5,034
-41,218
113
$327K 0.06%
18,538
+2,066
114
$323K 0.06%
6,191
+50
115
$321K 0.06%
6,386
-4,788
116
$321K 0.06%
1,724
+84
117
$312K 0.06%
+3,784
118
$311K 0.06%
12,596
-1,396
119
$310K 0.06%
16,424
-3,970
120
$309K 0.06%
2,278
121
$307K 0.06%
2,947
122
$304K 0.06%
1,448
-1,154
123
$299K 0.06%
3,306
-1,128
124
$294K 0.05%
6,554
-6,005
125
$285K 0.05%
20,675
+427
3 4
5
6 7