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
126
$125K 0.1%
249
-80
127
$121K 0.1%
1,058
128
$120K 0.1%
1,993
-100
129
$118K 0.1%
1,122
+60
130
$116K 0.1%
1,035
131
$114K 0.1%
2,576
-4,252
132
$113K 0.09%
1,954
+101
133
$112K 0.09%
1,292
134
$111K 0.09%
1,204
-200
135
$109K 0.09%
394
+291
136
$108K 0.09%
6,402
+310
137
$107K 0.09%
6,500
+2,500
138
$106K 0.09%
2,090
+1,000
139
$105K 0.09%
2,809
140
$105K 0.09%
3,550
141
$101K 0.08%
2,285
142
$101K 0.08%
7,038
-1,723
143
$99K 0.08%
1,698
144
$98K 0.08%
889
-25
145
$97K 0.08%
1,650
+1,550
146
$97K 0.08%
2,308
-200
147
$95K 0.08%
1,236
148
$95K 0.08%
1,300
149
$95K 0.08%
6,608
150
$93K 0.08%
1,537
4 5
6
7 8