APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $777M
1-Year Est. Return 11.98%
This Quarter Est. Return
1 Year Est. Return
+11.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$179M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
917
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$2.85M
3
+$2.65M
4
FEZ icon
SPDR Euro Stoxx 50 ETF
FEZ
+$2.65M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.52M

Top Sells

1
+$1.29M
2
+$988K
3
+$818K
4
DD icon
DuPont de Nemours
DD
+$690K
5
GBX icon
The Greenbrier Companies
GBX
+$523K

Sector Composition

1 Consumer Discretionary 7.9%
2 Technology 7.75%
3 Healthcare 4.58%
4 Communication Services 3.05%
5 Financials 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$88K 0.05%
736
+508
177
$88K 0.05%
1,170
+275
178
$84K 0.05%
+301
179
$84K 0.05%
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180
$84K 0.05%
1,707
+1,338
181
$83K 0.05%
1,790
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182
$83K 0.05%
546
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183
$83K 0.05%
629
184
$81K 0.05%
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185
$80K 0.04%
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-795
186
$79K 0.04%
590
187
$78K 0.04%
1,600
188
$78K 0.04%
909
189
$77K 0.04%
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190
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455
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192
$76K 0.04%
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193
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194
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195
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196
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197
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198
$71K 0.04%
189
199
$71K 0.04%
947
200
$71K 0.04%
4,700
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