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
376
$15K 0.01%
509
+482
377
$15K 0.01%
+718
378
$15K 0.01%
443
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379
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380
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381
$15K 0.01%
103
382
$14K 0.01%
86
+50
383
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+471
384
$14K 0.01%
200
385
$14K 0.01%
200
386
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387
$14K 0.01%
300
388
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389
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44
390
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131
391
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206
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392
$13K 0.01%
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393
$13K 0.01%
300
394
$13K 0.01%
153
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395
$13K 0.01%
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396
$13K 0.01%
82
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397
$13K 0.01%
3,206
398
$13K 0.01%
202
399
$13K 0.01%
135
400
$13K 0.01%
+300
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