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
$120M
AUM Growth
+$7.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.23M
3
+$892K
4
LDSF icon
First Trust Low Duration Strategic Focus ETF
LDSF
+$798K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$717K

Top Sells

1
+$563K
2
+$411K
3
+$332K
4
AMD icon
Advanced Micro Devices
AMD
+$274K
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$264K

Sector Composition

1 Technology 10.39%
2 Healthcare 5.47%
3 Consumer Discretionary 3.99%
4 Communication Services 3.14%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$14K 0.01%
1,000
352
$14K 0.01%
125
353
$14K 0.01%
2,650
354
$14K 0.01%
251
-303
355
$14K 0.01%
177
+1
356
$14K 0.01%
75
357
$14K 0.01%
500
358
$14K 0.01%
103
359
$14K 0.01%
88
+14
360
$13K 0.01%
196
361
$13K 0.01%
390
362
$13K 0.01%
96
-239
363
$13K 0.01%
500
364
$13K 0.01%
265
-120
365
$13K 0.01%
1,025
366
$12K 0.01%
110
367
$12K 0.01%
300
368
$12K 0.01%
44
369
$12K 0.01%
200
370
$12K 0.01%
202
371
$12K 0.01%
750
372
$11K 0.01%
338
373
$11K 0.01%
545
374
$11K 0.01%
135
375
$11K 0.01%
210
+50
13 14
15
16 17