We are live on ! Find out more
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
$149M
AUM Growth
+$29.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
814
New
Increased
Reduced
Closed

Top Buys

1
+$6.82M
2
+$1.19M
3
+$1.05M
4
LDSF icon
First Trust Low Duration Strategic Focus ETF
LDSF
+$962K
5
BAB icon
Invesco Taxable Municipal Bond ETF
BAB
+$954K

Top Sells

1
+$574K
2
+$344K
3
+$198K
4
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$181K
5
FSK icon
FS KKR Capital
FSK
+$145K

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
776
$0 ﹤0.01%
10
777
– –
0
778
$0 ﹤0.01%
11
779
$0 ﹤0.01%
1
780
– –
-100
781
– –
-400
782
– –
-5
783
– –
0
784
$0 ﹤0.01%
9
785
– –
-51
786
– –
-3,956
787
$0 ﹤0.01%
3
788
– –
-1,972
789
– –
-58
790
$0 ﹤0.01%
25
791
– –
-80
792
– –
-10
793
– –
-23,280
794
$0 ﹤0.01%
+3
795
$0 ﹤0.01%
+6
796
$0 ﹤0.01%
2
797
$0 ﹤0.01%
37
798
– –
-40
799
– –
-15
800
$0 ﹤0.01%
22
-4
29 30 31
32
33