Atlas Private Wealth Advisors

CIK Number: 0001814234

705.17M
Market Value
168
# of Holdings
10 months
Avg. Holding Period
32.56%
Win Rate
34.20%
Peformance 3-Years
Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight
1 SPMD SPDR Portfolio ...
51.41
+0.44% 1.31M +1.52% 71.37M 47.29 10.12%
2 SPSM SPDR Portfolio ...
40.88
+0.29% 1.49M +3.06% 67.15M 40.68 9.52%
3 RSP Invesco S&P 500...
173.32
+0.05% 292.37K -2.89% 51.24M 160.71 7.27%
4 DIA SPDR Dow Jones ...
419.48
-0.1% 88.44K +0.05% 37.65M 393.67 5.34%
5 IEF iShares 7-10 Ye...
95.41
+0.04% 397.63K +1.74% 36.76M 93.24 5.21%

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Up to 30 years financial history
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