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
376
$12K 0.01%
+823
377
$12K 0.01%
+250
378
$12K 0.01%
+44
379
$12K 0.01%
+196
380
$12K 0.01%
+1,025
381
$12K 0.01%
+300
382
$12K 0.01%
+275
383
$12K 0.01%
+500
384
$12K 0.01%
+256
385
$12K 0.01%
+100
386
$12K 0.01%
+955
387
$12K 0.01%
+100
388
$12K 0.01%
+103
389
$12K 0.01%
+250
390
$11K 0.01%
+125
391
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+20
392
$11K 0.01%
+300
393
$11K 0.01%
+62
394
$11K 0.01%
+200
395
$11K 0.01%
+3,206
396
$11K 0.01%
+75
397
$11K 0.01%
+202
398
$11K 0.01%
+117
399
$11K 0.01%
+1,300
400
$10K 0.01%
+110
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