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
551
$3K ﹤0.01%
+4
552
$3K ﹤0.01%
+53
553
$3K ﹤0.01%
+41
554
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+51
555
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+109
556
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+100
557
$3K ﹤0.01%
+40
558
$3K ﹤0.01%
+72
559
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560
$3K ﹤0.01%
+200
561
$3K ﹤0.01%
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562
$3K ﹤0.01%
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564
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565
$3K ﹤0.01%
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566
$3K ﹤0.01%
+400
567
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+200
568
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+100
569
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+249
570
$3K ﹤0.01%
+28
571
$3K ﹤0.01%
+36
572
$3K ﹤0.01%
+112
573
$3K ﹤0.01%
+200
574
$3K ﹤0.01%
+131
575
$3K ﹤0.01%
+32
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