APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $408M
1-Year Est. Return 11.73%
This Quarter Est. Return
1 Year Est. Return
+11.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$717M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$21.2M
2
+$17.6M
3
+$14.2M
4
RDVI icon
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
+$12M
5
CWI icon
SPDR MSCI ACWI ex-US ETF
CWI
+$11.1M

Top Sells

1
+$23.2M
2
+$22.3M
3
+$21.2M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$15.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$13.4M

Sector Composition

1 Technology 5.44%
2 Healthcare 1.73%
3 Consumer Discretionary 1.57%
4 Communication Services 1.5%
5 Consumer Staples 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$276K 0.04%
+2,424
152
$274K 0.04%
3,617
-32
153
$269K 0.04%
816
+2
154
$267K 0.04%
+4,200
155
$266K 0.04%
+5,286
156
$263K 0.04%
1,540
+12
157
$259K 0.04%
2,037
-56
158
$259K 0.04%
7,113
+4
159
$256K 0.04%
3,186
+50
160
$250K 0.03%
11,934
-3,050
161
$246K 0.03%
2,600
162
$245K 0.03%
2,373
-3
163
$244K 0.03%
5,480
164
$243K 0.03%
4,063
+21
165
$236K 0.03%
3,386
-568
166
$233K 0.03%
4,052
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167
$230K 0.03%
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168
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169
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+1,693
170
$223K 0.03%
2,169
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171
$222K 0.03%
2,482
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172
$221K 0.03%
4,509
+179
173
$220K 0.03%
+1,435
174
$215K 0.03%
111,806
-4,000
175
$212K 0.03%
1,458
+12
4 5 6
7
8