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
476
$7K ﹤0.01%
20
477
$7K ﹤0.01%
+300
478
$7K ﹤0.01%
30
479
$7K ﹤0.01%
30
480
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26
+6
481
$7K ﹤0.01%
1
482
$7K ﹤0.01%
700
483
$6K ﹤0.01%
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484
$6K ﹤0.01%
21
485
$6K ﹤0.01%
+51
486
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35
487
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60
488
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45
489
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+201
490
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61
491
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113
492
$6K ﹤0.01%
700
-5,500
493
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-41
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35
495
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30
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125
497
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100
498
$6K ﹤0.01%
59
499
$6K ﹤0.01%
43
+29
500
$6K ﹤0.01%
78
18 19
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