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APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $425M
1-Year Est. Return 14.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.73%
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%
131
552
$3K ﹤0.01%
18
553
$3K ﹤0.01%
22
554
– –
0
555
$3K ﹤0.01%
128
556
$3K ﹤0.01%
+51
557
$3K ﹤0.01%
+40
558
$3K ﹤0.01%
300
-1,000
559
$3K ﹤0.01%
70
560
$3K ﹤0.01%
58
561
$3K ﹤0.01%
100
562
$2K ﹤0.01%
36
563
$2K ﹤0.01%
10
-3
564
$2K ﹤0.01%
100
565
$2K ﹤0.01%
100
566
$2K ﹤0.01%
58
567
$2K ﹤0.01%
+35
568
$2K ﹤0.01%
41
569
$2K ﹤0.01%
31
570
$2K ﹤0.01%
15
571
$2K ﹤0.01%
13
572
$2K ﹤0.01%
25
-334
573
$2K ﹤0.01%
50
-225
574
$2K ﹤0.01%
+25
575
$2K ﹤0.01%
58
21 22
23
24 25