APWA
Atlas Private Wealth Advisors Portfolio holdings
AUM
$777M
This Quarter Return
-13.21%
1 Year Return
+11.98%
3 Year Return
+41.1%
5 Year Return
+62.49%
10 Year Return
–
AUM
$167M
AUM Growth
+$167M
(-26%)
Cap. Flow
-$30.2M
Cap. Flow
% of AUM
-18.13%
Top 10 Holdings %
Top 10 Hldgs %
44.1%
Holding
148
New
14
Increased
47
Reduced
65
Closed
19
Top Buys
| 1 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$12.7M |
| 2 |
Invesco Large Cap Value ETF
PWV
|
$9.14M |
| 3 |
Invesco QQQ Trust
QQQ
|
$8.54M |
| 4 |
Invesco Dividend Achievers ETF
PFM
|
$8.33M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$6.55M |
Top Sells
Sector Composition
| 1 | Technology | 6.86% |
| 2 | Consumer Discretionary | 6.23% |
| 3 | Healthcare | 4.96% |
| 4 | Consumer Staples | 2.84% |
| 5 | Communication Services | 2.55% |
