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
$120M
AUM Growth
+$7.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.23M
3
+$892K
4
LDSF icon
First Trust Low Duration Strategic Focus ETF
LDSF
+$798K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$717K

Top Sells

1
+$563K
2
+$411K
3
+$332K
4
AMD icon
Advanced Micro Devices
AMD
+$274K
5
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$264K

Sector Composition

1 Technology 10.39%
2 Healthcare 5.47%
3 Consumer Discretionary 3.99%
4 Communication Services 3.14%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$334K 0.28%
22,773
-545
77
$327K 0.27%
24,150
-1,650
78
$326K 0.27%
13,405
+80
79
$326K 0.27%
9,497
+158
80
$310K 0.26%
10,293
+1,308
81
$309K 0.26%
7,820
82
$279K 0.23%
7,525
-1,665
83
$264K 0.22%
33,165
+290
84
$257K 0.21%
826
+18
85
$256K 0.21%
2,059
-595
86
$244K 0.2%
103,650
-250
87
$243K 0.2%
2,000
88
$237K 0.2%
9,500
-225
89
$236K 0.2%
2,517
-49
90
$234K 0.2%
5,052
-560
91
$232K 0.19%
2,800
-100
92
$229K 0.19%
10,496
-7,892
93
$220K 0.18%
3,971
-640
94
$218K 0.18%
2,752
-388
95
$216K 0.18%
8,972
-2,879
96
$215K 0.18%
5,399
+314
97
$211K 0.18%
2,880
98
$210K 0.18%
15,520
-6,160
99
$210K 0.18%
6,961
-193
100
$209K 0.17%
679
+3
2 3
4
5 6