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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
$705M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$5.12M
3
+$4.97M
4
OBND icon
State Street Loomis Sayles Opportunistic Bond ETF
OBND
+$2.84M
5
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
+$2.52M

Top Sells

1
+$17.6M
2
+$1.57M
3
+$617K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$615K
5
QQEW icon
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
+$588K

Sector Composition

1 Technology 6.09%
2 Consumer Discretionary 2.17%
3 Consumer Staples 2.04%
4 Communication Services 1.97%
5 Healthcare 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$71.4M 10.12%
1,305,071
+19,496
2
$67.2M 9.52%
1,494,908
+44,333
3
$51.2M 7.27%
292,368
-8,688
4
$37.7M 5.34%
88,445
+46
5
$36.8M 5.21%
397,633
+6,819
6
$29.2M 4.13%
854,327
-17,225
7
$24.4M 3.46%
97,411
+39
8
$23.5M 3.33%
187,981
-4,590
9
$22.9M 3.25%
975,143
-739,868
10
$18.8M 2.67%
306,415
+36,905
11
$18.7M 2.65%
31,882
-284
12
$18.3M 2.59%
360,105
+12,000
13
$16.5M 2.33%
340,496
-9,726
14
$15.8M 2.24%
277,302
+40,436
15
$15.2M 2.16%
461,256
+14,090
16
$14.9M 2.11%
621,772
+240,130
17
$12.3M 1.74%
23,983
-251
18
$11.6M 1.64%
301,469
-3,994
19
$10.4M 1.47%
568,078
+47,620
20
$8.21M 1.16%
169,954
+10,463
21
$7.58M 1.08%
17,983
+228
22
$5.47M 0.78%
119,221
-8,761
23
$5.14M 0.73%
+201,562
24
$4.91M 0.7%
96,207
+3,363
25
$4.75M 0.67%
+170,037
1
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