We are live on ! Find out more
APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $425M
1-Year Est. Return 14.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299M
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.4M
3
+$9.5M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$6.71M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.66M

Top Sells

1
+$46M
2
+$43.5M
3
+$24.3M
4
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$20.8M
5
PFM icon
Invesco Dividend Achievers ETF
PFM
+$16M

Sector Composition

1 Technology 4.83%
2 Healthcare 2.2%
3 Consumer Staples 2.07%
4 Consumer Discretionary 2.05%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-8,880
127
– –
-12,000
128
– –
-3,150
129
– –
-1,500
130
– –
-4,876
131
– –
-1,385
132
– –
-19,260
133
– –
-20,720
134
– –
-12,780
135
– –
-1,986
136
– –
-2,172
137
– –
-2,822
138
– –
-11,064
139
– –
-5,994
140
– –
-2,000
141
– –
-8,663
142
– –
-850
143
– –
-5,034
144
– –
-845
145
– –
-879
146
– –
-1,200
147
– –
-2,329
148
– –
-3,782
149
– –
-10,000
150
– –
-4,042
3 4 5
6
7