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
$149M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$1.26M
3
+$1.09M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$965K
5
LDSF icon
First Trust Low Duration Strategic Focus ETF
LDSF
+$963K

Top Sells

1
+$576K
2
+$379K
3
+$200K
4
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$181K
5
M icon
Macy's
M
+$160K

Sector Composition

1 Technology 9.3%
2 Consumer Discretionary 9.05%
3 Healthcare 5.09%
4 Financials 3.37%
5 Communication Services 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$47K 0.03%
601
+5
227
$47K 0.03%
1,645
-337
228
$46K 0.03%
2,402
-1,019
229
$46K 0.03%
400
230
$45K 0.03%
1,000
231
$45K 0.03%
215
+1
232
$44K 0.03%
840
233
$44K 0.03%
1,781
-300
234
$44K 0.03%
757
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235
$43K 0.03%
1,142
236
$43K 0.03%
792
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237
$42K 0.03%
481
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238
$42K 0.03%
163
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239
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720
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240
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216
241
$42K 0.03%
+2,267
242
$42K 0.03%
240
243
$41K 0.03%
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244
$41K 0.03%
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245
$41K 0.03%
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246
$40K 0.03%
750
247
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600
248
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249
$38K 0.03%
4,000
250
$38K 0.03%
607
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8 9
10
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