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
$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
51
$661K 0.44%
13,456
-10
52
$654K 0.44%
28,684
+4,557
53
$643K 0.43%
31,051
-1,630
54
$604K 0.41%
6,900
+1,020
55
$601K 0.4%
4,054
+363
56
$594K 0.4%
8,900
+2,000
57
$589K 0.4%
10,746
+1,441
58
$581K 0.39%
12,899
-598
59
$569K 0.38%
25,390
-1,070
60
$548K 0.37%
31,979
-5,846
61
$546K 0.37%
4,202
-25
62
$540K 0.36%
32,626
-8,697
63
$540K 0.36%
1,977
+174
64
$535K 0.36%
6,462
+996
65
$524K 0.35%
+15,491
66
$520K 0.35%
1,077
+1,068
67
$517K 0.35%
8,637
-382
68
$502K 0.34%
21,673
-1,100
69
$494K 0.33%
1,874
-51
70
$465K 0.31%
1,238
-184
71
$463K 0.31%
15,068
-655
72
$452K 0.3%
4,264
-310
73
$448K 0.3%
3,183
+179
74
$444K 0.3%
10,760
+1,263
75
$434K 0.29%
8,645
+1,670
1 2
3
4 5