APWA
Atlas Private Wealth Advisors Portfolio holdings
AUM
$777M
1-Year Return
11.98%
This Quarter Return
+0.05%
1 Year Return
+11.98%
3 Year Return
+41.1%
5 Year Return
+62.49%
10 Year Return
–
AUM
$705M
AUM Growth
+$15.3M
(+2.2%)
Cap. Flow
+$20.1M
Cap. Flow
% of AUM
2.85%
Top 10 Holdings %
Top 10 Hldgs %
54.3%
Holding
174
New
21
Increased
68
Reduced
56
Closed
4
Top Buys
| 1 |
FT Vest Laddered Moderate Buffer ETF
BUFZ
|
$5.74M |
| 2 |
FT Vest Fund of Deep Buffer ETFs
BUFD
|
$5.14M |
| 3 |
SPDR MSCI ACWI ex-US ETF
CWI
|
$4.75M |
| 4 |
SPDR Loomis Sayles Opportunistic Bond ETF
OBND
|
$2.8M |
| 5 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$2.51M |
Top Sells
Sector Composition
| 1 | Technology | 6.09% |
| 2 | Consumer Discretionary | 2.17% |
| 3 | Consumer Staples | 2.04% |
| 4 | Communication Services | 1.97% |
| 5 | Healthcare | 1.93% |
