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
526
$4K ﹤0.01%
+27
527
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+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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+86
537
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539
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540
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541
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542
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545
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+73
546
$4K ﹤0.01%
+100
547
$3K ﹤0.01%
+200
548
$3K ﹤0.01%
+72
549
$3K ﹤0.01%
+18
550
$3K ﹤0.01%
+35
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