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
251
$35K 0.03%
+2,509
252
$34K 0.03%
+3,700
253
$34K 0.03%
+240
254
$33K 0.03%
+23,855
255
$33K 0.03%
+325
256
$32K 0.03%
+699
257
$32K 0.03%
+263
258
$32K 0.03%
+1,025
259
$32K 0.03%
+290
260
$31K 0.03%
+3,048
261
$31K 0.03%
+500
262
$31K 0.03%
+1,000
263
$31K 0.03%
+640
264
$30K 0.03%
+189
265
$30K 0.03%
+500
266
$30K 0.03%
+365
267
$30K 0.03%
+589
268
$29K 0.03%
+4,000
269
$29K 0.03%
+155
270
$29K 0.03%
+468
271
$29K 0.03%
+215
272
$29K 0.03%
+554
273
$29K 0.03%
+5,400
274
$28K 0.02%
+6,000
275
$28K 0.02%
+470
9 10
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