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
$149M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$6.96M
2
+$1.26M
3
+$1.09M
4
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$965K
5
LDSF icon
First Trust Low Duration Strategic Focus ETF
LDSF
+$963K

Top Sells

1
+$576K
2
+$379K
3
+$200K
4
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$181K
5
M icon
Macy's
M
+$160K

Sector Composition

1 Technology 9.3%
2 Consumer Discretionary 9.05%
3 Healthcare 5.09%
4 Financials 3.37%
5 Communication Services 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$4K ﹤0.01%
70
552
$4K ﹤0.01%
72
553
$4K ﹤0.01%
114
+112
554
$4K ﹤0.01%
58
+44
555
$4K ﹤0.01%
32
556
$4K ﹤0.01%
53
557
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41
558
$4K ﹤0.01%
50
+15
559
$4K ﹤0.01%
+21
560
$4K ﹤0.01%
250
561
$4K ﹤0.01%
+17
562
$4K ﹤0.01%
32
+17
563
$4K ﹤0.01%
23
564
$4K ﹤0.01%
27
565
$4K ﹤0.01%
250
+100
566
$4K ﹤0.01%
+20
567
$4K ﹤0.01%
200
568
$4K ﹤0.01%
22
-9
569
$4K ﹤0.01%
86
570
$4K ﹤0.01%
177
571
$4K ﹤0.01%
+91
572
$4K ﹤0.01%
57
573
$4K ﹤0.01%
485
574
$3K ﹤0.01%
+102
575
$3K ﹤0.01%
+6
21 22
23
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