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
$690M
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$8.98M
3
+$8.79M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$8.77M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$5.01M

Top Sells

1
+$9.88M
2
+$5.21M
3
+$5.05M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.41M
5
PFM icon
Invesco Dividend Achievers ETF
PFM
+$547K

Sector Composition

1 Technology 5.65%
2 Healthcare 2.29%
3 Consumer Staples 2.12%
4 Communication Services 1.98%
5 Consumer Discretionary 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$285K 0.04%
3,648
-2
127
$285K 0.04%
2,643
+2
128
$284K 0.04%
7,168
129
$282K 0.04%
814
130
$281K 0.04%
567
+3
131
$276K 0.04%
2,093
132
$275K 0.04%
3,336
133
$274K 0.04%
1,526
+68
134
$266K 0.04%
5,033
-1,246
135
$266K 0.04%
41,875
+462
136
$265K 0.04%
2,900
137
$262K 0.04%
141,806
138
$260K 0.04%
11,752
+4
139
$251K 0.04%
+2,456
140
$249K 0.04%
5,480
141
$242K 0.04%
3,887
-398
142
$240K 0.03%
804
143
$231K 0.03%
1,978
-215
144
$229K 0.03%
1,531
+1
145
$225K 0.03%
2,473
-242
146
$222K 0.03%
+9,445
147
$217K 0.03%
10,650
148
$215K 0.03%
1,772
-226
149
$214K 0.03%
+6,100
150
$213K 0.03%
10,800
-550
3 4 5
6
7