APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $428M
1-Year Est. Return 13.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.51%
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
+$841K
4
LDSF icon
First Trust Low Duration Strategic Focus ETF
LDSF
+$800K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$709K

Top Sells

1
+$564K
2
+$410K
3
+$314K
4
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$264K
5
CTB
Cooper Tire & Rubber Co.
CTB
+$255K

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
451
$6K 0.01%
210
-50
452
$6K 0.01%
199
453
$6K 0.01%
300
454
$6K 0.01%
30
455
$6K 0.01%
200
456
$6K 0.01%
100
457
$6K 0.01%
100
458
$6K 0.01%
59
459
$6K 0.01%
250
-100
460
$6K 0.01%
22
461
$6K 0.01%
700
462
$6K 0.01%
2,603
-100
463
$6K 0.01%
+36
464
$5K ﹤0.01%
+125
465
$5K ﹤0.01%
15
466
$5K ﹤0.01%
73
467
$5K ﹤0.01%
30
468
$5K ﹤0.01%
+35
469
$5K ﹤0.01%
44
470
$5K ﹤0.01%
45
471
$5K ﹤0.01%
75
472
$5K ﹤0.01%
50
-50
473
$5K ﹤0.01%
113
474
$5K ﹤0.01%
54
475
$5K ﹤0.01%
50
17 18
19
20 21