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
276
$32K 0.02%
+1,195
277
$32K 0.02%
3,732
278
$31K 0.02%
300
279
$31K 0.02%
245
+45
280
$31K 0.02%
516
281
$31K 0.02%
140
282
$30K 0.02%
6,000
283
$30K 0.02%
176
284
$29K 0.02%
117
285
$29K 0.02%
1,852
+16
286
$29K 0.02%
2,000
287
$29K 0.02%
488
+19
288
$29K 0.02%
400
289
$29K 0.02%
610
+115
290
$28K 0.02%
1,175
-722
291
$28K 0.02%
1,162
+11
292
$28K 0.02%
338
-16
293
$28K 0.02%
+475
294
$27K 0.02%
320
295
$27K 0.02%
449
296
$27K 0.02%
231
+25
297
$27K 0.02%
+150
298
$27K 0.02%
132
299
$26K 0.02%
950
300
$26K 0.02%
1,164
-616
10 11
12
13 14