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
101
$221K 0.15%
3,584
-897
102
$212K 0.14%
4,410
+231
103
$200K 0.13%
3,691
-280
104
$199K 0.13%
25,681
-5,999
105
$198K 0.13%
367
+118
106
$195K 0.13%
5,223
-282
107
$193K 0.13%
4,475
-577
108
$187K 0.13%
24,517
-5,039
109
$184K 0.12%
14,120
-1,400
110
$184K 0.12%
2,135
+835
111
$183K 0.12%
11,113
-915
112
$181K 0.12%
930
+912
113
$179K 0.12%
5,716
+3,730
114
$173K 0.12%
7,241
-2,078
115
$169K 0.11%
540
116
$168K 0.11%
3,221
+43
117
$166K 0.11%
1,810
+120
118
$165K 0.11%
4,384
119
$165K 0.11%
775
-15
120
$158K 0.11%
683
+18
121
$150K 0.1%
1,764
+65
122
$141K 0.09%
18,980
-2,000
123
$141K 0.09%
6,304
-98
124
$140K 0.09%
1,900
-10
125
$140K 0.09%
16,013
-2,000
3 4
5
6 7