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
126
$384K 0.08%
2,849
+1,206
127
$378K 0.08%
+3,864
128
$372K 0.08%
+3,266
129
$371K 0.08%
36,083
+18,293
130
$368K 0.07%
+903
131
$368K 0.07%
+2,748
132
$367K 0.07%
20,280
+9,280
133
$351K 0.07%
+730
134
$344K 0.07%
16,054
+3,060
135
$340K 0.07%
+2,909
136
$339K 0.07%
+6,549
137
$331K 0.07%
4,415
+1,537
138
$326K 0.07%
+3,235
139
$316K 0.06%
66,451
+36,133
140
$314K 0.06%
+3,620
141
$312K 0.06%
+6,698
142
$308K 0.06%
+10,040
143
$303K 0.06%
+8,430
144
$303K 0.06%
+1,462
145
$301K 0.06%
+6,152
146
$300K 0.06%
+680
147
$299K 0.06%
+1,418
148
$297K 0.06%
+3,043
149
$297K 0.06%
+19,384
150
$289K 0.06%
+2,278
4 5
6
7 8