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
401
$13K 0.01%
210
402
$13K 0.01%
+200
403
$12K 0.01%
+88
404
$12K 0.01%
103
+37
405
$12K 0.01%
+23
406
$12K 0.01%
239
407
$12K 0.01%
661
+9
408
$12K 0.01%
256
409
$12K 0.01%
26
410
$12K 0.01%
245
+8
411
$11K 0.01%
248
-218
412
$11K 0.01%
1,200
413
$11K 0.01%
545
414
$11K 0.01%
124
415
$11K 0.01%
+370
416
$11K 0.01%
155
417
$11K 0.01%
200
418
$11K 0.01%
500
419
$11K 0.01%
+200
420
$10K 0.01%
450
421
$10K 0.01%
258
422
$10K 0.01%
474
+7
423
$10K 0.01%
267
424
$10K 0.01%
120
425
$10K 0.01%
37
+15
15 16
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18 19