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
$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%
+28
552
$3K ﹤0.01%
+131
553
$3K ﹤0.01%
+32
554
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+35
555
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556
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+55
557
$3K ﹤0.01%
+1,000
558
$3K ﹤0.01%
+200
559
$3K ﹤0.01%
+35
560
$3K ﹤0.01%
+300
561
$3K ﹤0.01%
+23
562
$3K ﹤0.01%
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563
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564
$3K ﹤0.01%
+400
565
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+200
566
$3K ﹤0.01%
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567
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568
$3K ﹤0.01%
+35
569
$3K ﹤0.01%
+4
570
$3K ﹤0.01%
+53
571
$3K ﹤0.01%
+41
572
$3K ﹤0.01%
+51
573
$3K ﹤0.01%
+109
574
$3K ﹤0.01%
+100
575
$3K ﹤0.01%
+40
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