APWA
Atlas Private Wealth Advisors Portfolio holdings
AUM
$777M
This Quarter Return
+5.49%
1 Year Return
+11.98%
3 Year Return
+41.1%
5 Year Return
+62.49%
10 Year Return
–
AUM
$299M
AUM Growth
+$299M
(-44%)
Cap. Flow
-$269M
Cap. Flow
% of AUM
-89.92%
Top 10 Holdings %
Top 10 Hldgs %
63.27%
Holding
170
New
8
Increased
3
Reduced
99
Closed
60
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$48.4M |
| 2 |
Invesco QQQ Trust
QQQ
|
$45.1M |
| 3 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$26M |
| 4 |
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
|
$21.6M |
| 5 |
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% |
