APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $408M
1-Year Est. Return 11.73%
This Quarter Est. Return
1 Year Est. Return
+11.73%
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
451
$8K 0.01%
210
452
$8K 0.01%
321
453
$8K 0.01%
100
454
$8K 0.01%
1,300
455
$8K 0.01%
23
+10
456
$8K 0.01%
175
457
$8K 0.01%
111
+58
458
$8K 0.01%
400
459
$8K 0.01%
50
-8
460
$8K 0.01%
719
461
$7K ﹤0.01%
700
462
$7K ﹤0.01%
50
463
$7K ﹤0.01%
90
464
$7K ﹤0.01%
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465
$7K ﹤0.01%
74
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$7K ﹤0.01%
50
467
$7K ﹤0.01%
300
468
$7K ﹤0.01%
+92
469
$7K ﹤0.01%
352
-400
470
$7K ﹤0.01%
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471
$7K ﹤0.01%
34
472
$7K ﹤0.01%
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-125
473
$7K ﹤0.01%
79
474
$7K ﹤0.01%
200
475
$7K ﹤0.01%
200
17 18
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