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
501
$5K ﹤0.01%
+30
502
$5K ﹤0.01%
+22
503
$5K ﹤0.01%
+700
504
$5K ﹤0.01%
+15
505
$5K ﹤0.01%
+31
506
$5K ﹤0.01%
+1,200
507
$5K ﹤0.01%
+30
508
$5K ﹤0.01%
+400
509
$5K ﹤0.01%
+100
510
$5K ﹤0.01%
+59
511
$5K ﹤0.01%
+78
512
$5K ﹤0.01%
+2,108
513
$5K ﹤0.01%
+30
514
$5K ﹤0.01%
+22
515
$5K ﹤0.01%
+54
516
$4K ﹤0.01%
+36
517
$4K ﹤0.01%
+378
518
$4K ﹤0.01%
+1,385
519
$4K ﹤0.01%
+70
520
$4K ﹤0.01%
+141
521
$4K ﹤0.01%
+75
522
$4K ﹤0.01%
+250
523
$4K ﹤0.01%
+50
524
$4K ﹤0.01%
+27
525
$4K ﹤0.01%
+100
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