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
576
$3K ﹤0.01%
+72
577
$3K ﹤0.01%
+58
578
$3K ﹤0.01%
+200
579
$3K ﹤0.01%
+36
580
$3K ﹤0.01%
+112
581
$3K ﹤0.01%
+200
582
$3K ﹤0.01%
+120
583
$2K ﹤0.01%
+68
584
$2K ﹤0.01%
+32
585
$2K ﹤0.01%
+15
586
$2K ﹤0.01%
+50
587
$2K ﹤0.01%
+62
588
$2K ﹤0.01%
+500
589
$2K ﹤0.01%
+10
590
$2K ﹤0.01%
+15
591
$2K ﹤0.01%
+35
592
$2K ﹤0.01%
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593
$2K ﹤0.01%
+100
594
$2K ﹤0.01%
+20
595
$2K ﹤0.01%
+8
596
$2K ﹤0.01%
+50
597
$2K ﹤0.01%
+131
598
$2K ﹤0.01%
+128
599
$2K ﹤0.01%
+12
600
$2K ﹤0.01%
+60
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