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
351
$16K 0.01%
+665
352
$16K 0.01%
+400
353
$16K 0.01%
+325
354
$15K 0.01%
+98
355
$15K 0.01%
+112
356
$15K 0.01%
+1,099
357
$15K 0.01%
+1,500
358
$15K 0.01%
+165
359
$15K 0.01%
+237
360
$15K 0.01%
+100
361
$14K 0.01%
+338
362
$14K 0.01%
+176
363
$14K 0.01%
+456
364
$13K 0.01%
+200
365
$13K 0.01%
+1,000
366
$13K 0.01%
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367
$13K 0.01%
+300
368
$13K 0.01%
+390
369
$13K 0.01%
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370
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+731
371
$13K 0.01%
+600
372
$13K 0.01%
+500
373
$13K 0.01%
+100
374
$13K 0.01%
+93
375
$13K 0.01%
+1,025
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