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
651
$1K ﹤0.01%
+19
652
$1K ﹤0.01%
+15
653
$1K ﹤0.01%
+58
654
$1K ﹤0.01%
+47
655
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+34
656
$1K ﹤0.01%
+1
657
$1K ﹤0.01%
+97
658
$1K ﹤0.01%
+500
659
$1K ﹤0.01%
+275
660
$1K ﹤0.01%
+12
661
$1K ﹤0.01%
+57
662
$1K ﹤0.01%
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663
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+23
664
$1K ﹤0.01%
+15
665
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666
$1K ﹤0.01%
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667
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+15
668
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+15
669
$1K ﹤0.01%
+40
670
$1K ﹤0.01%
+150
671
$1K ﹤0.01%
+80
672
$1K ﹤0.01%
+10
673
$1K ﹤0.01%
+132
674
$1K ﹤0.01%
+5
675
$1K ﹤0.01%
+78
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