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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 $461,961,129
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 KRE 567,873 $35,798,714 7.75%
2.
Spdr Index Shs Fds - ST STR PO EX ETF
 634,981 $31,882,377 6.9%
3.
Spdr S & P 500 Etf Trust
 SPY 37,907 $28,909,154 6.26%
4.
Spdr Series Trust
 KRE 311,692 $27,977,430 6.06%
5.
Invesco Qqq Tr
 29,200 $21,600,960 4.68%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.