APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $428M
1-Year Est. Return 13.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$690M
AUM Growth
+$74.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8.81M
3
+$8.77M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$8.41M
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$4.65M

Top Sells

1
+$9.5M
2
+$5.08M
3
+$4.93M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.3M
5
PFM icon
Invesco Dividend Achievers ETF
PFM
+$524K

Sector Composition

1 Technology 5.65%
2 Healthcare 2.29%
3 Consumer Staples 2.12%
4 Communication Services 1.98%
5 Consumer Discretionary 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$210K 0.03%
1,234
+3
152
$203K 0.03%
+4,292
153
$42.8K 0.01%
10,000
154
– –
-2,274
155
– –
-600
156
– –
-12,278
157
– –
-12,000
158
– –
-1,500
159
– –
-1,607
3 4 5 6
7