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APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $425M
1-Year Est. Return 14.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.73%
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
+$4.93M
2
+$4.15M
3
+$4.13M
4
AAPL icon
Apple
AAPL
+$4.13M
5
LDSF icon
First Trust Low Duration Strategic Focus ETF
LDSF
+$3.98M

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
676
$1K ﹤0.01%
+32
677
$1K ﹤0.01%
+19
678
$1K ﹤0.01%
+17
679
$1K ﹤0.01%
+200
680
$1K ﹤0.01%
+500
681
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+36
682
$1K ﹤0.01%
+14
683
$0 ﹤0.01%
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684
$0 ﹤0.01%
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685
$0 ﹤0.01%
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686
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$0 ﹤0.01%
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$0 ﹤0.01%
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$0 ﹤0.01%
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693
$0 ﹤0.01%
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694
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0
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$0 ﹤0.01%
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$0 ﹤0.01%
+2
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$0 ﹤0.01%
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698
$0 ﹤0.01%
+10
699
– –
0
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$0 ﹤0.01%
+4
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