APWA
Atlas Private Wealth Advisors Portfolio holdings
AUM
$777M
1-Year Est. Return
11.98%
1 Year Est. Return
+11.98%
AUM
$777M
AUM Growth
+$59.7M
(+8.3%)
Holding
201
Top Buys
| 1 | +$9.16M | |
| 2 | +$7.58M | |
| 3 | +$6.53M | |
| 4 |
AB Ultra Short Income ETF
YEAR
|
+$6.37M |
| 5 |
Global X NASDAQ-100 Covered Call ETF
QYLD
|
+$3.7M |
Top Sells
| 1 | +$3.4M | |
| 2 | +$3.05M | |
| 3 | +$2.56M | |
| 4 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$2.41M |
| 5 |
FT Vest Fund of Deep Buffer ETFs
BUFD
|
+$1.88M |
Sector Composition
| 1 | Technology | 5.66% |
| 2 | Consumer Discretionary | 1.57% |
| 3 | Communication Services | 1.55% |
| 4 | Healthcare | 1.21% |
| 5 | Consumer Staples | 1.15% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Prudential Financial
PRU
$36B
| – | – |
-1,851
|
|