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
$120M
AUM Growth
+$7.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.23M
3
+$892K
4
LDSF icon
First Trust Low Duration Strategic Focus ETF
LDSF
+$798K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$717K

Top Sells

1
+$563K
2
+$411K
3
+$332K
4
AMD icon
Advanced Micro Devices
AMD
+$274K
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$264K

Sector Composition

1 Technology 10.39%
2 Healthcare 5.47%
3 Consumer Discretionary 3.99%
4 Communication Services 3.14%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
0
677
– –
-96
678
– –
-100
679
– –
-4
680
$0 ﹤0.01%
11
681
$0 ﹤0.01%
1
682
– –
-108,340
683
$0 ﹤0.01%
10
-10
684
– –
-200
685
$0 ﹤0.01%
10
686
$0 ﹤0.01%
12
687
$0 ﹤0.01%
14
688
$0 ﹤0.01%
15
-4
689
– –
-100
690
$0 ﹤0.01%
40
691
$0 ﹤0.01%
50
692
$0 ﹤0.01%
24
693
– –
-72
694
– –
-1,300
695
$0 ﹤0.01%
25
-1,000
696
$0 ﹤0.01%
100
697
– –
-78
698
– –
-75
699
$0 ﹤0.01%
11
700
– –
-215
26 27
28
29 30