APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $777M
1-Year Est. Return 11.98%
This Quarter Est. Return
1 Year Est. Return
+11.98%
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
551
$3K ﹤0.01%
+53
552
$3K ﹤0.01%
+41
553
$3K ﹤0.01%
+51
554
$3K ﹤0.01%
+109
555
$3K ﹤0.01%
+100
556
$3K ﹤0.01%
+40
557
$3K ﹤0.01%
+72
558
$3K ﹤0.01%
+58
559
$3K ﹤0.01%
+200
560
$3K ﹤0.01%
+35
561
$3K ﹤0.01%
+300
562
$3K ﹤0.01%
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563
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564
$3K ﹤0.01%
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565
$3K ﹤0.01%
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566
$3K ﹤0.01%
+200
567
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+100
568
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569
$3K ﹤0.01%
+75
570
$3K ﹤0.01%
+249
571
$3K ﹤0.01%
+28
572
$3K ﹤0.01%
+36
573
$3K ﹤0.01%
+112
574
$3K ﹤0.01%
+200
575
$3K ﹤0.01%
+131
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