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
$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
+$892K
4
LDSF icon
First Trust Low Duration Strategic Focus ETF
LDSF
+$798K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$717K

Top Sells

1
+$563K
2
+$411K
3
+$332K
4
AMD icon
Advanced Micro Devices
AMD
+$274K
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$264K

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
26
$980K 0.82%
16,476
-1,079
27
$975K 0.81%
7,237
+126
28
$944K 0.79%
6,407
-8
29
$889K 0.74%
6,394
+163
30
$843K 0.7%
8,488
+1,004
31
$771K 0.64%
4,900
-200
32
$763K 0.64%
2,748
-43
33
$746K 0.62%
34,654
+1,557
34
$737K 0.62%
5,008
35
$733K 0.61%
8,741
+21
36
$722K 0.6%
5,046
+1,731
37
$707K 0.59%
9,817
+971
38
$696K 0.58%
3,176
-67
39
$685K 0.57%
3,121
+89
40
$665K 0.56%
19,104
+1,454
41
$655K 0.55%
41,323
-4,440
42
$655K 0.55%
13,466
+260
43
$627K 0.52%
8,934
-790
44
$601K 0.5%
10,840
-255
45
$601K 0.5%
37,825
-10,919
46
$579K 0.48%
11,980
-670
47
$572K 0.48%
9,019
-185
48
$538K 0.45%
3,593
-487
49
$536K 0.45%
26,460
-1,725
50
$526K 0.44%
17,791
+2,475
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