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
$149M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$1.26M
3
+$1.09M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$965K
5
LDSF icon
First Trust Low Duration Strategic Focus ETF
LDSF
+$963K

Top Sells

1
+$576K
2
+$379K
3
+$200K
4
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$181K
5
M icon
Macy's
M
+$160K

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
526
$5K ﹤0.01%
80
527
$5K ﹤0.01%
106
528
$5K ﹤0.01%
300
529
$5K ﹤0.01%
276
530
$5K ﹤0.01%
15
531
$5K ﹤0.01%
100
532
$5K ﹤0.01%
1,200
533
$5K ﹤0.01%
9
534
$5K ﹤0.01%
312
535
$5K ﹤0.01%
20
536
$5K ﹤0.01%
50
537
$5K ﹤0.01%
+336
538
$5K ﹤0.01%
131
539
$5K ﹤0.01%
73
540
$5K ﹤0.01%
55
541
$5K ﹤0.01%
54
542
$5K ﹤0.01%
104
543
$5K ﹤0.01%
+153
544
$5K ﹤0.01%
200
-300
545
$4K ﹤0.01%
24
+6
546
$4K ﹤0.01%
+66
547
$4K ﹤0.01%
+20
548
$4K ﹤0.01%
1,000
549
$4K ﹤0.01%
+19
550
$4K ﹤0.01%
+122
20 21
22
23 24