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
101
$206K 0.17%
31,680
-6,000
102
$195K 0.16%
4,179
+1,086
103
$193K 0.16%
4,481
-1,841
104
$192K 0.16%
9,319
-1,312
105
$181K 0.15%
7,758
-11,300
106
$177K 0.15%
29,556
-1,720
107
$170K 0.14%
579
-335
108
$161K 0.13%
12,028
-95
109
$159K 0.13%
18,610
-4,700
110
$157K 0.13%
7,347
-6,936
111
$154K 0.13%
3,178
-1,051
112
$154K 0.13%
5,505
-107
113
$150K 0.13%
540
+371
114
$149K 0.12%
4,571
-3,180
115
$142K 0.12%
665
-10
116
$140K 0.12%
18,013
-6,000
117
$139K 0.12%
1,690
-3,335
118
$136K 0.11%
537
119
$136K 0.11%
11,700
-1,000
120
$134K 0.11%
1,699
-219
121
$132K 0.11%
4,384
122
$131K 0.11%
3,202
-157
123
$130K 0.11%
1,910
-200
124
$130K 0.11%
790
125
$125K 0.1%
20,980
3 4
5
6 7