APWA
Atlas Private Wealth Advisors Portfolio holdings
AUM
$777M
1-Year Return
11.98%
This Quarter Return
-2.07%
1 Year Return
+11.98%
3 Year Return
+41.1%
5 Year Return
+62.49%
10 Year Return
–
AUM
$717M
AUM Growth
+$12.3M
(+1.7%)
Cap. Flow
+$28.8M
Cap. Flow
% of AUM
4.01%
Top 10 Holdings %
Top 10 Hldgs %
46.02%
Holding
192
New
22
Increased
77
Reduced
73
Closed
8
Top Buys
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$21.2M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$17.6M |
| 3 |
Invesco QQQ Trust
QQQ
|
$14.2M |
| 4 |
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
|
$12M |
| 5 |
SPDR MSCI ACWI ex-US ETF
CWI
|
$11.1M |
Top Sells
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% |
