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
$615M
AUM Growth
+$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$33.5M
2
+$29.8M
3
+$26.7M
4
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
+$20.9M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$20.6M

Top Sells

1
+$214K
2
+$37.9K
3
+$36.5K
4
TMQ
Trilogy Metals
TMQ
+$15K
5
FSCO
FS Credit Opportunities Corp
FSCO
+$1.27K

Sector Composition

1 Technology 5.77%
2 Healthcare 2.38%
3 Communication Services 2.12%
4 Consumer Staples 2.1%
5 Consumer Discretionary 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$433K 0.07%
3,790
+1,766
102
$417K 0.07%
8,430
+4,215
103
$416K 0.07%
8,659
+3,566
104
$406K 0.07%
20,560
+9,361
105
$402K 0.07%
1,824
+912
106
$391K 0.06%
6,014
+1,229
107
$384K 0.06%
+3,836
108
$366K 0.06%
+5,240
109
$361K 0.06%
+7,668
110
$355K 0.06%
+950
111
$348K 0.06%
21,470
+10,928
112
$336K 0.05%
+5,034
113
$332K 0.05%
+6,263
114
$321K 0.05%
+3,530
115
$317K 0.05%
+3,197
116
$313K 0.05%
+2,278
117
$309K 0.05%
+1,449
118
$307K 0.05%
+2,600
119
$306K 0.05%
+6,279
120
$304K 0.05%
+2,000
121
$300K 0.05%
+6,636
122
$291K 0.05%
+1,683
123
$290K 0.05%
+3,873
124
$289K 0.05%
+850
125
$289K 0.05%
+2,900
3 4
5
6 7