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
$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
651
$2K ﹤0.01%
21
+4
652
$2K ﹤0.01%
10
653
– –
0
654
$2K ﹤0.01%
+35
655
$2K ﹤0.01%
145
656
$2K ﹤0.01%
12
657
$2K ﹤0.01%
11
658
$2K ﹤0.01%
36
659
$2K ﹤0.01%
+150
660
$2K ﹤0.01%
102
661
$2K ﹤0.01%
+80
662
$2K ﹤0.01%
34
663
$2K ﹤0.01%
151
-1
664
$2K ﹤0.01%
60
665
$2K ﹤0.01%
25
666
$2K ﹤0.01%
68
667
$2K ﹤0.01%
+17
668
$2K ﹤0.01%
100
669
$2K ﹤0.01%
+18
670
$2K ﹤0.01%
+18
671
$2K ﹤0.01%
12
672
$2K ﹤0.01%
15
673
$2K ﹤0.01%
31
-10
674
$2K ﹤0.01%
+9
675
$2K ﹤0.01%
+72
25 26
27
28 29