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

Top Buys

1
+$6.82M
2
+$1.19M
3
+$1.05M
4
LDSF icon
First Trust Low Duration Strategic Focus ETF
LDSF
+$962K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$954K

Top Sells

1
+$574K
2
+$344K
3
+$198K
4
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$181K
5
FSK icon
FS KKR Capital
FSK
+$145K

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%
50
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552
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+21
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250
554
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557
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86
558
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559
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+19
560
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+122
561
$4K ﹤0.01%
70
562
$4K ﹤0.01%
1,000
563
$4K ﹤0.01%
485
564
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565
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250
+100
566
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+20
567
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22
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569
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570
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571
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24
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572
$4K ﹤0.01%
+66
573
$4K ﹤0.01%
+20
574
$3K ﹤0.01%
36
575
$3K ﹤0.01%
300
21 22
23
24 25