APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $408M
1-Year Est. Return 11.73%
This Fund
S&P 500
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%
+6
652
$1K ﹤0.01%
+15
653
$1K ﹤0.01%
+32
654
$1K ﹤0.01%
+19
655
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656
$1K ﹤0.01%
+200
657
$1K ﹤0.01%
+34
658
$1K ﹤0.01%
+167
659
$1K ﹤0.01%
+100
660
$1K ﹤0.01%
+292
661
$1K ﹤0.01%
+50
662
$1K ﹤0.01%
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663
$1K ﹤0.01%
+15
664
$1K ﹤0.01%
+72
665
$1K ﹤0.01%
+152
666
$1K ﹤0.01%
+11
667
$1K ﹤0.01%
+36
668
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+11
669
$1K ﹤0.01%
+22
670
$1K ﹤0.01%
+15
671
$1K ﹤0.01%
+29
672
$1K ﹤0.01%
+16
673
$1K ﹤0.01%
+15
674
$1K ﹤0.01%
+100
675
$1K ﹤0.01%
+500
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