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
601
$3K ﹤0.01%
+21
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$3K ﹤0.01%
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603
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+19
604
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605
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606
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+94
607
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608
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36
609
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610
$3K ﹤0.01%
+94
611
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22
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128
613
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+29
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615
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616
$3K ﹤0.01%
120
617
$2K ﹤0.01%
+150
618
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102
619
$2K ﹤0.01%
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620
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34
621
$2K ﹤0.01%
+60
622
$2K ﹤0.01%
110
623
$2K ﹤0.01%
+24
624
$2K ﹤0.01%
+44
625
$2K ﹤0.01%
+30
23 24
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