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
276
$28K 0.02%
+170
277
$28K 0.02%
+2,000
278
$28K 0.02%
+747
279
$28K 0.02%
+1,500
280
$27K 0.02%
+200
281
$27K 0.02%
+2,500
282
$27K 0.02%
+103
283
$27K 0.02%
+359
284
$27K 0.02%
+140
285
$27K 0.02%
+360
286
$27K 0.02%
+3,732
287
$26K 0.02%
+1,250
288
$26K 0.02%
+180
289
$26K 0.02%
+136
290
$26K 0.02%
+516
291
$26K 0.02%
+165
292
$25K 0.02%
+2,000
293
$25K 0.02%
+780
294
$25K 0.02%
+526
295
$25K 0.02%
+4,300
296
$25K 0.02%
+1,143
297
$25K 0.02%
+330
298
$24K 0.02%
+203
299
$23K 0.02%
+1,819
300
$23K 0.02%
+318
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