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

Top Buys

1
+$4.93M
2
+$4.15M
3
+$4.13M
4
AAPL icon
Apple
AAPL
+$4.13M
5
LDSF icon
First Trust Low Duration Strategic Focus ETF
LDSF
+$3.98M

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
476
$6K 0.01%
+66
477
$6K 0.01%
+105
478
$6K 0.01%
+34
479
$6K 0.01%
+150
480
$6K 0.01%
+200
481
$6K 0.01%
+312
482
$6K 0.01%
+9
483
$6K 0.01%
+26
484
$6K 0.01%
+30
485
$6K 0.01%
+347
486
$6K 0.01%
+100
487
$6K 0.01%
+719
488
$6K 0.01%
+191
489
$6K 0.01%
+50
490
$6K 0.01%
+165
491
$6K 0.01%
+60
492
$6K 0.01%
+258
493
$5K ﹤0.01%
+100
494
$5K ﹤0.01%
+59
495
$5K ﹤0.01%
+78
496
$5K ﹤0.01%
+21
497
$5K ﹤0.01%
+124
498
$5K ﹤0.01%
+93
499
$5K ﹤0.01%
+45
500
$5K ﹤0.01%
+113
18 19
20
21 22