APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $428M
1-Year Est. Return 13.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.51%
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
+$6.82M
2
+$1.19M
3
+$1.05M
4
LDSF icon
First Trust Low Duration Strategic Focus ETF
LDSF
+$962K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$954K

Top Sells

1
+$574K
2
+$344K
3
+$198K
4
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$181K
5
FSK icon
FS KKR Capital
FSK
+$145K

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
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338
$19K 0.01%
3,086
339
$19K 0.01%
375
340
$19K 0.01%
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341
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115
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342
$18K 0.01%
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343
$18K 0.01%
218
344
$18K 0.01%
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345
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$18K 0.01%
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347
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348
$18K 0.01%
38
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$18K 0.01%
550
350
$17K 0.01%
665
12 13
14
15 16