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
$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
526
$4K ﹤0.01%
+27
527
$4K ﹤0.01%
+100
528
$4K ﹤0.01%
+150
529
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530
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+13
531
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532
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+50
533
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+245
534
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535
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536
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537
$4K ﹤0.01%
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538
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539
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540
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541
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542
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543
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544
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545
$4K ﹤0.01%
+86
546
$4K ﹤0.01%
+48
547
$3K ﹤0.01%
+100
548
$3K ﹤0.01%
+86
549
$3K ﹤0.01%
+75
550
$3K ﹤0.01%
+249
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