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
301
$23K 0.02%
+379
302
$22K 0.02%
+1,650
303
$22K 0.02%
+3,086
304
$22K 0.02%
+200
305
$22K 0.02%
+1,400
306
$21K 0.02%
+1,500
307
$21K 0.02%
+131
308
$21K 0.02%
+125
309
$21K 0.02%
+1,700
310
$21K 0.02%
+684
311
$21K 0.02%
+600
312
$20K 0.02%
+950
313
$20K 0.02%
+1,250
314
$20K 0.02%
+300
315
$20K 0.02%
+1,500
316
$20K 0.02%
+750
317
$20K 0.02%
+550
318
$20K 0.02%
+151
319
$19K 0.02%
+117
320
$19K 0.02%
+1,300
321
$19K 0.02%
+375
322
$19K 0.02%
+206
323
$19K 0.02%
+350
324
$19K 0.02%
+118
325
$19K 0.02%
+65
11 12
13
14 15