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APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $425M
1-Year Est. Return 14.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$408M
AUM Growth
-$369M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$761K
3
+$347K
4
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$215K
5
GLD icon
SPDR Gold Trust
GLD
+$207K

Top Sells

1
+$50.6M
2
+$22.4M
3
+$19.8M
4
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$17.7M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$17.2M

Sector Composition

1 Technology 5.94%
2 Consumer Discretionary 1.45%
3 Communication Services 1.35%
4 Financials 0.76%
5 Healthcare 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
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