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
76
$429K 0.29%
2,365
+306
77
$418K 0.28%
11,485
-568
78
$417K 0.28%
20,635
-2,374
79
$406K 0.27%
21,410
-2,740
80
$369K 0.25%
13,290
-115
81
$348K 0.23%
1,740
+28
82
$344K 0.23%
7,820
83
$339K 0.23%
11,500
+2,000
84
$327K 0.22%
89,155
-4,660
85
$319K 0.21%
4,750
+3,052
86
$315K 0.21%
6,855
-670
87
$314K 0.21%
15,694
-9,978
88
$312K 0.21%
907
+228
89
$300K 0.2%
30,202
-2,963
90
$299K 0.2%
844
+18
91
$291K 0.2%
97,570
-6,080
92
$290K 0.19%
2,000
93
$264K 0.18%
25,674
-13,487
94
$260K 0.17%
8,579
-393
95
$255K 0.17%
2,692
-60
96
$246K 0.17%
5,500
+101
97
$242K 0.16%
2,760
-120
98
$234K 0.16%
2,382
-135
99
$234K 0.16%
6,811
-150
100
$228K 0.15%
10,496
2 3
4
5 6