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
$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
476
$5K ﹤0.01%
54
477
$5K ﹤0.01%
50
478
$5K ﹤0.01%
321
-300
479
$5K ﹤0.01%
107
480
$5K ﹤0.01%
30
481
$5K ﹤0.01%
22
482
$5K ﹤0.01%
15
483
$5K ﹤0.01%
+125
484
$5K ﹤0.01%
1,200
485
$5K ﹤0.01%
400
486
$5K ﹤0.01%
9
487
$5K ﹤0.01%
191
488
$4K ﹤0.01%
347
489
$4K ﹤0.01%
39
-6
490
$4K ﹤0.01%
27
491
$4K ﹤0.01%
35
492
$4K ﹤0.01%
80
493
$4K ﹤0.01%
55
494
$4K ﹤0.01%
104
+1
495
$4K ﹤0.01%
141
496
$4K ﹤0.01%
250
497
$4K ﹤0.01%
106
498
$4K ﹤0.01%
400
499
$4K ﹤0.01%
13
500
$4K ﹤0.01%
31
18 19
20
21 22