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
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
720
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$4.86M
3
+$4.24M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.17M
5
LDSF icon
First Trust Low Duration Strategic Focus ETF
LDSF
+$4.01M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.44%
2 Healthcare 5.61%
3 Consumer Discretionary 3.55%
4 Financials 3.48%
5 Communication Services 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$956K 0.85%
+7,111
27
$921K 0.82%
+3,243
28
$840K 0.75%
+6,415
29
$815K 0.73%
+48,744
30
$789K 0.7%
+8,846
31
$756K 0.67%
+33,097
32
$745K 0.66%
+6,231
33
$729K 0.65%
+7,484
34
$712K 0.63%
+8,720
35
$703K 0.63%
+5,100
36
$699K 0.62%
+2,791
37
$689K 0.61%
+54,920
38
$672K 0.6%
+5,008
39
$664K 0.59%
+9,724
40
$641K 0.57%
+45,763
41
$636K 0.57%
+13,206
42
$611K 0.54%
+12,650
43
$589K 0.52%
+11,095
44
$584K 0.52%
+4,080
45
$574K 0.51%
+4,343
46
$568K 0.51%
+9,204
47
$560K 0.5%
+28,185
48
$559K 0.5%
+3,032
49
$548K 0.49%
+17,650
50
$536K 0.48%
+29,120
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