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Atlas Private Wealth Advisors

Portfolio Manager
Atlas Private Wealth Advisors
Performance
-0.72% (2026 Q1)
AUM (13F)
$424.76M
# of Holdings
132
Performance Rank
Allocation (Top 20)
71.72%

Atlas Private Wealth Advisors Holdings Map

Top 50 Atlas Private Wealth Advisors Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPMD
SPDR SERIES TRUST
7.67%550.2K$32.6M
-0.04%(-216)
2025-Q1: 1.47M shares2025-Q2: 1.42M shares2025-Q3: 525.7K shares2025-Q4: 550.5K shares2026-Q1: 550.2K shares
$49.16(+30.42%)
2026-03-31
SPDW
SPDR INDEX SHS FDS
6.35%590.5K$27.0M
-0.41%(-2.44K)
2025-Q1: 996.0K shares2025-Q2: 932.9K shares2025-Q3: 547.0K shares2025-Q4: 592.9K shares2026-Q1: 590.5K shares
$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)
2025-Q1: 63.4K shares2025-Q2: 60.6K shares2025-Q3: 29.6K shares2025-Q4: 33.9K shares2026-Q1: 36.1K shares
$557.24(+33.21%)
2026-03-31
SPYM
SPDR SERIES TRUST
5.19%288.2K$22.1M
+9.59%(+25.23K)
2025-Q1: 116.2K shares2025-Q2: 119.0K shares2025-Q3: 236.3K shares2025-Q4: 263.0K shares2026-Q1: 288.2K shares
$72.58(+20.38%)
2026-03-31
SGOV
ISHARES TR
4.65%196.3K$19.8M
+7.24%(+13.26K)
2025-Q1: 211.0K shares2025-Q2: 210.7K shares2025-Q3: 163.1K shares2025-Q4: 183.0K shares2026-Q1: 196.3K shares
$100.51(+0.00%)
2026-03-31
IEF
ISHARES TR
4.1%182.4K$17.4M
+2.57%(+4.57K)
2025-Q1: 175.0K shares2025-Q2: 156.5K shares2025-Q3: 164.4K shares2025-Q4: 177.9K shares2026-Q1: 182.4K shares
$95.36(-1.09%)
2026-03-31
SPSM
SPDR SERIES TRUST
3.98%349.9K$16.9M
-1.85%(-6.59K)
2025-Q1: 926.2K shares2025-Q2: 846.3K shares2025-Q3: 346.9K shares2025-Q4: 356.5K shares2026-Q1: 349.9K shares
$40.83(+28.84%)
2026-03-31
PWV
INVESCO EXCHANGE TRADED FD T
3.93%239.5K$16.7M
+2.74%(+6.40K)
2025-Q1: 456.6K shares2025-Q2: 449.4K shares2025-Q3: 220.3K shares2025-Q4: 233.1K shares2026-Q1: 239.5K shares
$55.09(+32.41%)
2026-03-31
QQQ
INVESCO QQQ TR
3.88%28.6K$16.5M
+6.08%(+1.64K)
2025-Q1: 54.3K shares2025-Q2: 52.5K shares2025-Q3: 25.5K shares2025-Q4: 26.9K shares2026-Q1: 28.6K shares
$473.67(+50.89%)
2026-03-31
SPTM
SPDR SERIES TRUST
3.1%166.8K$13.2M
+14.58%(+21.22K)
2025-Q1: 192.0K shares2025-Q2: 214.6K shares2025-Q3: 129.7K shares2025-Q4: 145.6K shares2026-Q1: 166.8K shares
$72.50(+23.98%)
2026-03-31

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