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Home > Institutional Investor > Atlas Private Wealth Advisors > Profile

Instuitional Investor - Atlas Private Wealth Advisors

Fund Profile
Filing Period:
Fund Name: Atlas Private Wealth Advisors
Portfolio Value $705,173,485
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 1,305,071 $71,374,184 10.12%
2.
Spdr Ser Tr
 1,494,908 $67,151,300 9.52%
3.
Invesco Exchange Traded Fd T
 292,368 $51,237,418 7.26%
4.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 88,445 $37,654,472 5.33%
5.
Ishares Trust
 IEF 397,633 $36,762,152 5.21%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)