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
$690M
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$8.98M
3
+$8.79M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$8.77M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$5.01M

Top Sells

1
+$9.88M
2
+$5.21M
3
+$5.05M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.41M
5
PFM icon
Invesco Dividend Achievers ETF
PFM
+$547K

Sector Composition

1 Technology 5.65%
2 Healthcare 2.29%
3 Consumer Staples 2.12%
4 Communication Services 1.98%
5 Consumer Discretionary 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$492K 0.07%
18,834
+424
102
$488K 0.07%
3,438
-1,564
103
$485K 0.07%
921
+4
104
$480K 0.07%
4,164
+328
105
$400K 0.06%
7,923
-736
106
$395K 0.06%
4,109
+912
107
$389K 0.06%
8,004
+336
108
$375K 0.05%
1,694
+11
109
$369K 0.05%
6,415
+152
110
$354K 0.05%
4,936
-1,078
111
$352K 0.05%
3,340
-450
112
$351K 0.05%
21,856
+386
113
$347K 0.05%
3,530
114
$341K 0.05%
4,322
+449
115
$338K 0.05%
2,000
116
$332K 0.05%
2,278
117
$325K 0.05%
5,034
118
$325K 0.05%
2,600
119
$321K 0.05%
6,809
+173
120
$307K 0.04%
850
121
$301K 0.04%
950
122
$300K 0.04%
1,450
+1
123
$299K 0.04%
4,042
124
$298K 0.04%
15,086
-5,474
125
$289K 0.04%
3,954
-1,286
3 4
5
6 7