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
$299M
AUM Growth
-$239M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$16.6M
2
+$13.8M
3
+$10M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$7.02M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$6.04M

Top Sells

1
+$48.4M
2
+$45.1M
3
+$26M
4
SPSM icon
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$21.6M
5
PFM icon
Invesco Dividend Achievers ETF
PFM
+$16.7M

Sector Composition

1 Technology 4.83%
2 Healthcare 2.2%
3 Consumer Staples 2.07%
4 Consumer Discretionary 2.05%
5 Communication Services 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
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