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
$494M
AUM Growth
+$277M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$26.8M
2
+$23.3M
3
+$19.9M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$18.5M
5
PFM icon
Invesco Dividend Achievers ETF
PFM
+$17.6M

Top Sells

1
+$10.2M
2
+$676K
3
+$448K
4
HYHG icon
ProShares High Yield-Interest Rate Hedged ETF
HYHG
+$390K
5
IXC icon
iShares Global Energy ETF
IXC
+$360K

Sector Composition

1 Technology 6.61%
2 Healthcare 3.69%
3 Consumer Discretionary 3.29%
4 Consumer Staples 2.37%
5 Communication Services 2.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$289K 0.06%
+8,719
152
$287K 0.06%
+1,646
153
$285K 0.06%
+3,421
154
$270K 0.05%
+40,230
155
$262K 0.05%
+5,000
156
$254K 0.05%
+3,833
157
$252K 0.05%
+19,819
158
$250K 0.05%
+3,140
159
$248K 0.05%
+2,398
160
$247K 0.05%
+2,586
161
$246K 0.05%
+2,900
162
$245K 0.05%
+1,746
163
$244K 0.05%
+11,932
164
$237K 0.05%
20,856
+5,988
165
$237K 0.05%
+8,246
166
$232K 0.05%
+826
167
$231K 0.05%
+3,528
168
$217K 0.04%
+3,208
169
$214K 0.04%
+863
170
$208K 0.04%
+1,198
171
$206K 0.04%
+4,360
172
$203K 0.04%
+4,024
173
$203K 0.04%
+4,824
174
$202K 0.04%
+917
175
$200K 0.04%
+6,120
4 5 6
7
8