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
251
$37K 0.02%
790
-860
252
$37K 0.02%
1,571
-1,950
253
$37K 0.02%
500
254
$37K 0.02%
344
+26
255
$37K 0.02%
1,125
256
$36K 0.02%
1,300
-700
257
$36K 0.02%
102
-10
258
$36K 0.02%
740
+680
259
$36K 0.02%
1,200
260
$36K 0.02%
166
+30
261
$36K 0.02%
320
-30
262
$35K 0.02%
918
-60
263
$35K 0.02%
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264
$35K 0.02%
+700
265
$34K 0.02%
14,900
-12,000
266
$34K 0.02%
2,450
-1,300
267
$34K 0.02%
265
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268
$34K 0.02%
2,000
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269
$34K 0.02%
379
270
$33K 0.02%
325
271
$33K 0.02%
188
272
$33K 0.02%
650
-150
273
$33K 0.02%
754
274
$32K 0.02%
780
275
$32K 0.02%
542
9 10
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