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APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $425M
1-Year Est. Return 14.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.73%
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
+$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%
+1,385
527
$4K ﹤0.01%
+70
528
$4K ﹤0.01%
+141
529
$4K ﹤0.01%
+75
530
$4K ﹤0.01%
+250
531
$4K ﹤0.01%
+54
532
$4K ﹤0.01%
+153
533
$4K ﹤0.01%
+50
534
$4K ﹤0.01%
+27
535
$4K ﹤0.01%
+100
536
$4K ﹤0.01%
+150
537
$4K ﹤0.01%
+80
538
$4K ﹤0.01%
+100
539
$4K ﹤0.01%
+20
540
$4K ﹤0.01%
+150
541
$4K ﹤0.01%
+73
542
$4K ﹤0.01%
+100
543
$4K ﹤0.01%
+20
544
$4K ﹤0.01%
+103
545
$4K ﹤0.01%
+86
546
$4K ﹤0.01%
+48
547
$3K ﹤0.01%
+41
548
$3K ﹤0.01%
+51
549
$3K ﹤0.01%
+109
550
$3K ﹤0.01%
+100
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