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
$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
676
$2K ﹤0.01%
+6
677
$2K ﹤0.01%
20
678
$2K ﹤0.01%
40
-66
679
$2K ﹤0.01%
+25
680
$2K ﹤0.01%
+749
681
$2K ﹤0.01%
+35
682
$2K ﹤0.01%
145
683
$1K ﹤0.01%
10
684
$1K ﹤0.01%
+22
685
$1K ﹤0.01%
32
686
$1K ﹤0.01%
125
687
$1K ﹤0.01%
+2
688
$1K ﹤0.01%
15
689
$1K ﹤0.01%
+5
690
$1K ﹤0.01%
47
691
$1K ﹤0.01%
+11
692
$1K ﹤0.01%
34
693
$1K ﹤0.01%
1
694
$1K ﹤0.01%
97
695
$1K ﹤0.01%
275
696
$1K ﹤0.01%
57
697
$1K ﹤0.01%
22
698
$1K ﹤0.01%
+43
699
$1K ﹤0.01%
132
700
$1K ﹤0.01%
5
26 27
28
29 30