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
$538M
AUM Growth
+$8.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$14.7M
3
+$11.5M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$11M
5
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$9.97M

Top Sells

1
+$18.9M
2
+$18.1M
3
+$14.4M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$7.77M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$7.51M

Sector Composition

1 Technology 6.06%
2 Consumer Discretionary 2.48%
3 Healthcare 2.39%
4 Consumer Staples 2.32%
5 Communication Services 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
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