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
$149M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$1.19M
3
+$1.05M
4
LDSF icon
First Trust Low Duration Strategic Focus ETF
LDSF
+$962K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$954K

Top Sells

1
+$574K
2
+$344K
3
+$198K
4
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$181K
5
FSK icon
FS KKR Capital
FSK
+$145K

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%
175
452
$8K 0.01%
111
+58
453
$8K 0.01%
400
454
$8K 0.01%
387
+2
455
$8K 0.01%
+231
456
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250
457
$8K 0.01%
369
+22
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$8K 0.01%
72
+32
459
$8K 0.01%
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$8K 0.01%
719
461
$7K ﹤0.01%
50
462
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463
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44
464
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74
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$7K ﹤0.01%
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467
$7K ﹤0.01%
+92
468
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$7K ﹤0.01%
105
470
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471
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$7K ﹤0.01%
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$7K ﹤0.01%
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474
$7K ﹤0.01%
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475
$7K ﹤0.01%
48
+20
17 18
19
20 21