We are live on ! Find out more
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
$538M
AUM Growth
+$8.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$13.2M
3
+$10.7M
4
SPDW icon
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
+$10.2M
5
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$9.64M

Top Sells

1
+$17.7M
2
+$17.1M
3
+$14.4M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$7.51M
5
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$7.46M

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
in Stake 		Capital Flow
176
– –
-59,626
177
– –
-24,786
178
– –
-21,750
179
– –
-35,706
180
– –
-45,714
181
– –
-182,157
182
– –
-3,508
183
– –
-5,760
184
– –
-2,432
185
– –
-109,830
186
– –
-74,606
187
– –
-8,378
188
– –
-56,187
189
– –
-27,420
190
– –
-81,496
191
– –
-12,286
192
– –
-219,528
193
– –
-38,000
194
– –
-13,369
4 5 6 7
8