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
326
$22K 0.01%
66
+30
327
$21K 0.01%
688
328
$21K 0.01%
710
329
$21K 0.01%
125
+65
330
$21K 0.01%
230
331
$20K 0.01%
1,099
332
$20K 0.01%
750
333
$20K 0.01%
2,350
-5,400
334
$19K 0.01%
38
+23
335
$19K 0.01%
250
336
$19K 0.01%
87
337
$19K 0.01%
213
+2
338
$19K 0.01%
3,086
339
$19K 0.01%
375
340
$19K 0.01%
118
341
$19K 0.01%
115
+22
342
$18K 0.01%
72
343
$18K 0.01%
218
344
$18K 0.01%
150
345
$18K 0.01%
550
346
$18K 0.01%
5,000
347
$18K 0.01%
177
348
$18K 0.01%
390
349
$18K 0.01%
38
+13
350
$17K 0.01%
1,100
-1,600
12 13
14
15 16