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
626
$2K ﹤0.01%
292
627
$2K ﹤0.01%
+45
628
$2K ﹤0.01%
500
629
$2K ﹤0.01%
21
+4
630
$2K ﹤0.01%
10
631
$2K ﹤0.01%
1
632
$2K ﹤0.01%
151
-1
633
$2K ﹤0.01%
60
634
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11
635
$2K ﹤0.01%
36
636
$2K ﹤0.01%
25
637
$2K ﹤0.01%
+25
638
$2K ﹤0.01%
+33
639
$2K ﹤0.01%
12
640
$2K ﹤0.01%
+6
641
$2K ﹤0.01%
68
642
$2K ﹤0.01%
+17
643
$2K ﹤0.01%
100
644
$2K ﹤0.01%
4
645
$2K ﹤0.01%
+13
646
$2K ﹤0.01%
58
647
$2K ﹤0.01%
20
648
$2K ﹤0.01%
+18
649
$2K ﹤0.01%
+18
650
$2K ﹤0.01%
12
24 25
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