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
$615M
AUM Growth
+$316M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
156
New
Increased
Reduced
Closed

Top Buys

1
+$33.5M
2
+$29.8M
3
+$26.7M
4
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
+$20.9M
5
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$20.6M

Top Sells

1
+$214K
2
+$37.9K
3
+$36.5K
4
TMQ
Trilogy Metals
TMQ
+$15K
5
FSCO
FS Credit Opportunities Corp
FSCO
+$1.27K

Sector Composition

1 Technology 5.77%
2 Healthcare 2.38%
3 Communication Services 2.12%
4 Consumer Staples 2.1%
5 Consumer Discretionary 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$285K 0.05%
+7,168
127
$270K 0.04%
+2,641
128
$269K 0.04%
+814
129
$267K 0.04%
+2,093
130
$265K 0.04%
+3,650
131
$264K 0.04%
41,413
-199
132
$260K 0.04%
+1,500
133
$256K 0.04%
+4,042
134
$255K 0.04%
+564
135
$251K 0.04%
+4,285
136
$249K 0.04%
+1,458
137
$245K 0.04%
+1,231
138
$234K 0.04%
+3,336
139
$234K 0.04%
+1,998
140
$234K 0.04%
+2,193
141
$233K 0.04%
+11,748
142
$230K 0.04%
+600
143
$228K 0.04%
+2,715
144
$226K 0.04%
2,274
-367
145
$223K 0.04%
+5,480
146
$214K 0.03%
+11,350
147
$211K 0.03%
+1,607
148
$204K 0.03%
+804
149
$202K 0.03%
+1,530
150
$202K 0.03%
+10,650
3 4 5
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