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
$120M
AUM Growth
+$7.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.23M
3
+$841K
4
LDSF icon
First Trust Low Duration Strategic Focus ETF
LDSF
+$800K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$709K

Top Sells

1
+$564K
2
+$410K
3
+$314K
4
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$264K
5
CTB
Cooper Tire & Rubber Co.
CTB
+$255K

Sector Composition

1 Technology 10.39%
2 Healthcare 5.47%
3 Consumer Discretionary 3.99%
4 Communication Services 3.14%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$3K ﹤0.01%
22
552
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0
553
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554
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+51
555
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+40
556
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300
-1,000
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558
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1,000
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485
560
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561
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100
562
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563
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500
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10
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10
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566
$2K ﹤0.01%
100
567
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568
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569
$2K ﹤0.01%
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570
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571
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25
572
$2K ﹤0.01%
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573
$2K ﹤0.01%
31
574
$2K ﹤0.01%
15
575
$2K ﹤0.01%
13
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