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
$191M
AUM Growth
+$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.46M
3
+$1.22M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.04M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$879K

Top Sells

1
+$783K
2
+$752K
3
+$615K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$484K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$434K

Sector Composition

1 Technology 8.03%
2 Consumer Discretionary 6.66%
3 Healthcare 4.63%
4 Financials 3.33%
5 Communication Services 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$142K 0.07%
1,320
+20
152
$141K 0.07%
2,535
-167
153
$141K 0.07%
6,676
-669
154
$140K 0.07%
56,998
+97
155
$135K 0.07%
1,236
156
$131K 0.07%
775
-99
157
$130K 0.07%
3,604
-96
158
$128K 0.07%
2,104
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159
$120K 0.06%
2,150
+935
160
$120K 0.06%
939
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161
$118K 0.06%
1,144
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162
$116K 0.06%
1,127
163
$116K 0.06%
12,980
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164
$112K 0.06%
2,055
-58
165
$112K 0.06%
1,508
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166
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66
167
$108K 0.06%
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168
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1,348
169
$104K 0.05%
2,316
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170
$100K 0.05%
4,748
171
$99K 0.05%
1,022
172
$98K 0.05%
5,288
-1,320
173
$95K 0.05%
1,706
+1
174
$94K 0.05%
1,383
175
$93K 0.05%
1,600
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