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
726
$1K ﹤0.01%
+8
727
$1K ﹤0.01%
+15
728
$1K ﹤0.01%
+10
729
$1K ﹤0.01%
167
730
$1K ﹤0.01%
+5
731
$1K ﹤0.01%
50
732
$1K ﹤0.01%
107
733
$1K ﹤0.01%
11
734
$1K ﹤0.01%
72
735
$1K ﹤0.01%
1
736
$1K ﹤0.01%
9
737
$1K ﹤0.01%
1,703
-900
738
$1K ﹤0.01%
11
-114
739
$1K ﹤0.01%
132
740
$1K ﹤0.01%
5
741
$1K ﹤0.01%
6
742
$1K ﹤0.01%
13
743
$1K ﹤0.01%
15
744
$1K ﹤0.01%
32
745
$0 ﹤0.01%
12
746
$0 ﹤0.01%
4
747
$0 ﹤0.01%
15
748
– –
-1,385
749
– –
-14
750
$0 ﹤0.01%
1
-1,999
28 29
30
31 32