APWA
Atlas Private Wealth Advisors Portfolio holdings
AUM
$777M
This Quarter Return
+10.02%
1 Year Return
+11.98%
3 Year Return
+41.1%
5 Year Return
+62.49%
10 Year Return
–
AUM
$538M
AUM Growth
+$538M
(+1.7%)
Cap. Flow
-$34.8M
Cap. Flow
% of AUM
-6.47%
Top 10 Holdings %
Top 10 Hldgs %
64.41%
Holding
194
New
13
Increased
43
Reduced
85
Closed
32
Top Buys
Top Sells
| 1 |
Invesco Large Cap Value ETF
PWV
|
$18.9M |
| 2 |
Invesco Dividend Achievers ETF
PFM
|
$18.1M |
| 3 |
Invesco Active US Real Estate Fund
PSR
|
$14.4M |
| 4 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
$7.77M |
| 5 |
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% |
