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
701
$0 ﹤0.01%
+3
702
$0 ﹤0.01%
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703
$0 ﹤0.01%
+4
704
$0 ﹤0.01%
+10
705
– –
0
706
$0 ﹤0.01%
+4
707
$0 ﹤0.01%
+11
708
$0 ﹤0.01%
+1
709
$0 ﹤0.01%
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710
$0 ﹤0.01%
+9
711
$0 ﹤0.01%
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712
$0 ﹤0.01%
+31
713
$0 ﹤0.01%
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715
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716
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+200
717
$0 ﹤0.01%
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718
$0 ﹤0.01%
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719
$0 ﹤0.01%
+10
720
$0 ﹤0.01%
+3
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