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
326
$19K 0.02%
+65
327
$19K 0.02%
+97
328
$19K 0.02%
+300
329
$18K 0.02%
+1,000
330
$18K 0.02%
+688
331
$18K 0.02%
+710
332
$18K 0.02%
+600
333
$18K 0.02%
+385
334
$18K 0.02%
+200
335
$18K 0.02%
+310
336
$17K 0.02%
+40
337
$17K 0.02%
+466
338
$17K 0.02%
+279
339
$17K 0.02%
+72
340
$17K 0.02%
+150
341
$17K 0.02%
+5,000
342
$17K 0.02%
+123
343
$17K 0.02%
+357
344
$17K 0.02%
+96
345
$17K 0.02%
+738
346
$17K 0.02%
+200
347
$16K 0.01%
+300
348
$16K 0.01%
+245
349
$16K 0.01%
+1,252
350
$16K 0.01%
+2,650
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