APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $425M
1-Year Est. Return 14.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$7.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.23M
3
+$841K
4
LDSF icon
First Trust Low Duration Strategic Focus ETF
LDSF
+$800K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$709K

Top Sells

1
+$564K
2
+$410K
3
+$314K
4
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$264K
5
CTB
Cooper Tire & Rubber Co.
CTB
+$255K

Sector Composition

1 Technology 10.39%
2 Healthcare 5.47%
3 Consumer Discretionary 3.99%
4 Communication Services 3.14%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$33K 0.03%
3,048
252
$33K 0.03%
200
253
$30K 0.03%
188
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254
$30K 0.03%
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255
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256
$30K 0.03%
750
257
$30K 0.03%
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258
$30K 0.03%
312
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259
$29K 0.02%
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260
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261
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266
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267
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271
$28K 0.02%
526
272
$27K 0.02%
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136
274
$27K 0.02%
318
275
$27K 0.02%
780
9 10
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