APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $777M
1-Year Est. Return 11.98%
This Quarter Est. Return
1 Year Est. Return
+11.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
720
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$4.86M
3
+$4.24M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.17M
5
LDSF icon
First Trust Low Duration Strategic Focus ETF
LDSF
+$4.01M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.44%
2 Healthcare 5.61%
3 Consumer Discretionary 3.55%
4 Financials 3.48%
5 Communication Services 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$43K 0.04%
+257
227
$42K 0.04%
+169
228
$41K 0.04%
+750
229
$41K 0.04%
+1,195
230
$41K 0.04%
+592
231
$41K 0.04%
+112
232
$40K 0.04%
+120
233
$40K 0.04%
+1,300
234
$40K 0.04%
+275
235
$39K 0.03%
+4,101
236
$39K 0.03%
+720
237
$38K 0.03%
+1,190
238
$38K 0.03%
+3,325
239
$37K 0.03%
+1,100
240
$37K 0.03%
+430
241
$37K 0.03%
+552
242
$36K 0.03%
+3,350
243
$36K 0.03%
+2,465
244
$36K 0.03%
+1,125
245
$36K 0.03%
+213
246
$36K 0.03%
+1,142
247
$35K 0.03%
+226
248
$35K 0.03%
+400
249
$35K 0.03%
+840
250
$35K 0.03%
+2,308
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