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
$191M
AUM Growth
+$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.46M
3
+$1.22M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.04M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$879K

Top Sells

1
+$783K
2
+$752K
3
+$615K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$484K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$434K

Sector Composition

1 Technology 8.03%
2 Consumer Discretionary 6.66%
3 Healthcare 4.63%
4 Financials 3.33%
5 Communication Services 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$206K 0.11%
2,930
127
$204K 0.11%
1,612
128
$202K 0.11%
4,341
-90
129
$195K 0.1%
713
130
$192K 0.1%
8,897
-10
131
$192K 0.1%
3,203
+1,993
132
$191K 0.1%
4,384
133
$187K 0.1%
17,387
-3,441
134
$182K 0.1%
3,598
+3,463
135
$182K 0.1%
5,048
+2,672
136
$181K 0.09%
1,360
137
$178K 0.09%
1,063
-20
138
$176K 0.09%
1,073
+2
139
$175K 0.09%
3,488
-1,905
140
$175K 0.09%
9,680
+435
141
$174K 0.09%
7,353
+1,250
142
$168K 0.09%
839
143
$162K 0.08%
2,317
-290
144
$158K 0.08%
745
145
$154K 0.08%
1,058
146
$152K 0.08%
5,558
+290
147
$150K 0.08%
1,473
-136
148
$146K 0.08%
4,818
+58
149
$144K 0.08%
5,113
150
$143K 0.07%
1,892
4 5
6
7 8