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
$112M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
720
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$4.86M
3
+$4.24M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$4.17M
5
LDSF icon
First Trust Low Duration Strategic Focus ETF
LDSF
+$4.01M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.44%
2 Healthcare 5.61%
3 Consumer Discretionary 3.55%
4 Financials 3.48%
5 Communication Services 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$332K 0.3%
+2,964
77
$329K 0.29%
+13,325
78
$327K 0.29%
+9,190
79
$327K 0.29%
+1,712
80
$323K 0.29%
+6,322
81
$305K 0.27%
+14,283
82
$304K 0.27%
+4,300
83
$296K 0.26%
+2,654
84
$281K 0.25%
+11,851
85
$281K 0.25%
+12,357
86
$280K 0.25%
+7,820
87
$273K 0.24%
+6,828
88
$266K 0.24%
+103,900
89
$264K 0.23%
+5,025
90
$259K 0.23%
+3,140
91
$255K 0.23%
+9,222
92
$249K 0.22%
+7,751
93
$244K 0.22%
+9,725
94
$244K 0.22%
+32,875
95
$239K 0.21%
+3,315
96
$239K 0.21%
+37,680
97
$237K 0.21%
+31,276
98
$234K 0.21%
+2,566
99
$233K 0.21%
+2,900
100
$229K 0.2%
+4,611
2 3
4
5 6