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
301
$25K 0.02%
228
+118
302
$25K 0.02%
254
+154
303
$25K 0.02%
1,325
+300
304
$24K 0.02%
281
+1
305
$24K 0.02%
1,650
306
$24K 0.02%
+785
307
$24K 0.02%
306
+1
308
$24K 0.02%
1,500
309
$24K 0.02%
310
310
$23K 0.02%
+400
311
$23K 0.02%
155
+59
312
$23K 0.02%
300
313
$23K 0.02%
99
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314
$23K 0.02%
2,126
-162
315
$23K 0.02%
65
316
$23K 0.02%
435
+1
317
$23K 0.02%
200
318
$23K 0.02%
+1,000
319
$22K 0.01%
2,000
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320
$22K 0.01%
100
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321
$22K 0.01%
2,400
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322
$22K 0.01%
499
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323
$22K 0.01%
721
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324
$22K 0.01%
738
-109
325
$22K 0.01%
200
11 12
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