APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $777M
1-Year Est. Return 11.98%
This Quarter Est. Return
1 Year Est. Return
+11.98%
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
51
$520K 0.43%
24,127
+3,541
52
$512K 0.43%
3,691
-652
53
$509K 0.42%
32,681
-1,010
54
$507K 0.42%
25,672
+499
55
$493K 0.41%
4,227
-391
56
$492K 0.41%
6,112
+1,008
57
$478K 0.4%
1,422
-156
58
$472K 0.39%
1,803
-58
59
$469K 0.39%
13,497
-333
60
$459K 0.38%
9,305
+534
61
$447K 0.37%
30,330
-2,195
62
$441K 0.37%
23,009
-6,111
63
$435K 0.36%
12,340
-989
64
$432K 0.36%
5,880
+1,580
65
$423K 0.35%
4,574
-185
66
$410K 0.34%
5,466
+477
67
$392K 0.33%
6,900
68
$387K 0.32%
+15,723
69
$387K 0.32%
1,925
-201
70
$375K 0.31%
1,712
71
$359K 0.3%
93,815
+3,190
72
$354K 0.3%
12,053
-304
73
$350K 0.29%
6,975
-140
74
$336K 0.28%
39,161
-15,695
75
$335K 0.28%
3,004
+40
1 2
3
4 5