APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $408M
1-Year Est. Return 11.73%
This Quarter Est. Return
1 Year Est. Return
+11.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$717M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$17.6M
3
+$14.2M
4
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$12M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$11.1M

Top Sells

1
+$23.2M
2
+$22.3M
3
+$21.2M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$15.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$13.4M

Sector Composition

1 Technology 5.44%
2 Healthcare 1.73%
3 Consumer Discretionary 1.57%
4 Communication Services 1.5%
5 Consumer Staples 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$389K 0.05%
2,866
-352
127
$382K 0.05%
6,487
-22
128
$378K 0.05%
14,806
-1,874
129
$372K 0.05%
3,541
+195
130
$368K 0.05%
8,392
-366
131
$364K 0.05%
8,720
+1,552
132
$359K 0.05%
2,623
+23
133
$352K 0.05%
4,974
-1,976
134
$341K 0.05%
11,939
+185
135
$333K 0.05%
2,008
+8
136
$331K 0.05%
605
+36
137
$326K 0.05%
5,034
138
$324K 0.05%
1,529
+79
139
$315K 0.04%
6,839
+59
140
$307K 0.04%
4,011
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141
$302K 0.04%
42,810
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142
$297K 0.04%
6,212
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143
$296K 0.04%
796
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144
$293K 0.04%
7,813
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145
$293K 0.04%
2,963
-546
146
$291K 0.04%
2,278
147
$287K 0.04%
5,998
-952
148
$287K 0.04%
3,585
+53
149
$283K 0.04%
+32,732
150
$277K 0.04%
4,250
4 5
6
7 8