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
126
$129K 0.11%
+20,980
127
$129K 0.11%
+4,384
128
$127K 0.11%
+537
129
$126K 0.11%
+8,761
130
$123K 0.11%
+1,404
131
$123K 0.11%
+2,093
132
$123K 0.11%
+3,093
133
$121K 0.11%
+1,058
134
$120K 0.11%
+675
135
$115K 0.1%
+2,809
136
$114K 0.1%
+790
137
$113K 0.1%
+14,197
138
$112K 0.1%
+1,035
139
$110K 0.1%
+2,390
140
$106K 0.09%
+1,062
141
$106K 0.09%
+4,691
142
$103K 0.09%
+5,137
143
$102K 0.09%
+1,853
144
$102K 0.09%
+3,550
145
$101K 0.09%
+6,092
146
$98K 0.09%
+914
147
$97K 0.09%
+910
148
$94K 0.08%
+1,546
149
$94K 0.08%
+1,292
150
$93K 0.08%
+3,500
4 5
6
7 8