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
$191M
AUM Growth
+$6.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
834
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.46M
3
+$1.22M
4
SPAB icon
SPDR Portfolio Aggregate Bond ETF
SPAB
+$1.04M
5
XMMO icon
Invesco S&P MidCap Momentum ETF
XMMO
+$879K

Top Sells

1
+$783K
2
+$752K
3
+$615K
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$484K
5
MUB icon
iShares National Muni Bond ETF
MUB
+$434K

Sector Composition

1 Technology 8.03%
2 Consumer Discretionary 6.66%
3 Healthcare 4.63%
4 Financials 3.33%
5 Communication Services 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.4M 7.02%
31,319
+2
2
$9.39M 4.91%
239,664
-2,625
3
$7.93M 4.14%
56,057
+650
4
$7.58M 3.96%
230,374
-23,800
5
$7.57M 3.95%
101,200
-1,856
6
$6.97M 3.64%
345,722
+60,565
7
$6.14M 3.21%
37,380
+120
8
$6.03M 3.15%
81,997
-2,937
9
$5.14M 2.69%
101,689
+1,285
10
$4.64M 2.42%
74,000
+2,596
11
$4.05M 2.12%
91,109
-6,287
12
$3.49M 1.82%
28,263
+676
13
$3.05M 1.59%
10,805
-62
14
$2.64M 1.38%
46,437
-4,456
15
$2.62M 1.37%
16,191
+421
16
$2.19M 1.15%
19,105
-207
17
$2.13M 1.11%
54,878
+2,000
18
$2.12M 1.11%
14,171
-847
19
$1.97M 1.03%
36,460
+1,947
20
$1.91M 1%
8,685
+150
21
$1.9M 0.99%
25,330
+1,246
22
$1.86M 0.97%
16,225
-424
23
$1.86M 0.97%
5,191
+4,430
24
$1.48M 0.77%
82,324
-411
25
$1.46M 0.76%
59,157
+59,115
1
2 3 4 5