Top 50 Atlas Private Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPMD | SPDR SERIES TRUST | 7.67% | 550.2K | $32.6M | -0.04%(-216) | $49.16(+30.42%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 6.35% | 590.5K | $27.0M | -0.41%(-2.44K) | $34.92(+43.94%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 5.53% | 36.1K | $23.5M | +6.60%(+2.24K) | $557.24(+33.21%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 5.19% | 288.2K | $22.1M | +9.59%(+25.23K) | $72.58(+20.38%) | 2026-03-31 | |
| SGOV | ISHARES TR | 4.65% | 196.3K | $19.8M | +7.24%(+13.26K) | $100.51(+0.00%) | 2026-03-31 | |
| IEF | ISHARES TR | 4.1% | 182.4K | $17.4M | +2.57%(+4.57K) | $95.36(-1.09%) | 2026-03-31 | |
| SPSM | SPDR SERIES TRUST | 3.98% | 349.9K | $16.9M | -1.85%(-6.59K) | $40.83(+28.84%) | 2026-03-31 | |
| PWV | INVESCO EXCHANGE TRADED FD T | 3.93% | 239.5K | $16.7M | +2.74%(+6.40K) | $55.09(+32.41%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.88% | 28.6K | $16.5M | +6.08%(+1.64K) | $473.67(+50.89%) | 2026-03-31 | |
| SPTM | SPDR SERIES TRUST | 3.1% | 166.8K | $13.2M | +14.58%(+21.22K) | $72.50(+23.98%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.35% | +34.39% |
| Top 20 Holdings Unweighted | +9.65% | +31.84% |
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