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
426
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500
-750
427
$10K 0.01%
100
428
$10K 0.01%
+41
429
$10K 0.01%
385
430
$10K 0.01%
498
431
$9K 0.01%
1,000
432
$9K 0.01%
1,300
433
$9K 0.01%
65
434
$9K 0.01%
1,000
435
$9K 0.01%
140
+30
436
$9K 0.01%
933
+92
437
$9K 0.01%
226
438
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66
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439
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440
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44
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441
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170
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442
$9K 0.01%
215
443
$9K 0.01%
94
444
$8K 0.01%
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-25
445
$8K 0.01%
347
446
$8K 0.01%
210
447
$8K 0.01%
321
448
$8K 0.01%
100
449
$8K 0.01%
1,300
450
$8K 0.01%
23
+10
16 17
18
19 20