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
$529M
AUM Growth
+$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$8.36M
3
+$7.67M
4
PFM icon
Invesco Dividend Achievers ETF
PFM
+$3.21M
5
TTE icon
TotalEnergies
TTE
+$3.04M

Top Sells

1
+$5.07M
2
+$4.05M
3
+$2.79M
4
WIW
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
+$2.46M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$1.43M

Sector Composition

1 Technology 5.89%
2 Healthcare 3.43%
3 Consumer Discretionary 3.07%
4 Energy 2.68%
5 Consumer Staples 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$277K 0.05%
3,184
-51
152
$273K 0.05%
+16,472
153
$262K 0.05%
+4,096
154
$256K 0.05%
3,350
+210
155
$254K 0.05%
2,397
-512
156
$253K 0.05%
+6,062
157
$252K 0.05%
160,806
158
$247K 0.05%
4,955
-45
159
$237K 0.04%
830
+4
160
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3,666
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161
$233K 0.04%
+2,600
162
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163
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164
$226K 0.04%
8,246
165
$225K 0.04%
3,528
166
$224K 0.04%
3,071
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167
$223K 0.04%
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168
$222K 0.04%
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169
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19,856
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170
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171
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1,746
172
$210K 0.04%
1,096
-322
173
$178K 0.03%
11,932
174
$177K 0.03%
+13,369
175
$175K 0.03%
27,420
-12,810
4 5 6
7
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