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
726
$1K ﹤0.01%
+50
727
$1K ﹤0.01%
+2
728
$1K ﹤0.01%
40
729
$1K ﹤0.01%
6
730
$1K ﹤0.01%
13
731
$1K ﹤0.01%
15
732
$1K ﹤0.01%
20
733
$1K ﹤0.01%
+3
734
$1K ﹤0.01%
51
735
$1K ﹤0.01%
11
736
$1K ﹤0.01%
+21
737
$1K ﹤0.01%
167
738
$1K ﹤0.01%
+5
739
$1K ﹤0.01%
50
740
$1K ﹤0.01%
107
741
$1K ﹤0.01%
11
742
$1K ﹤0.01%
72
743
$1K ﹤0.01%
9
744
$1K ﹤0.01%
1,703
-900
745
– –
-7,758
746
– –
-1,400
747
– –
-48
748
– –
-10
749
– –
-3,956
750
$0 ﹤0.01%
7
28 29
30
31 32