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
126
$133K 0.09%
1,035
127
$132K 0.09%
6,500
128
$128K 0.09%
1,129
+7
129
$126K 0.08%
1,058
130
$126K 0.08%
1,959
+5
131
$123K 0.08%
537
132
$122K 0.08%
1,963
-30
133
$121K 0.08%
849
-40
134
$118K 0.08%
2,278
-298
135
$117K 0.08%
503
-76
136
$115K 0.08%
1,275
137
$115K 0.08%
3,550
138
$114K 0.08%
1,292
139
$112K 0.08%
1,154
-50
140
$112K 0.08%
1,300
-1,500
141
$111K 0.07%
363
-31
142
$111K 0.07%
1,236
143
$111K 0.07%
66
144
$111K 0.07%
6,392
-646
145
$110K 0.07%
8,200
-3,500
146
$110K 0.07%
17,300
+3,727
147
$109K 0.07%
2,518
-684
148
$107K 0.07%
+4,533
149
$106K 0.07%
2,090
150
$106K 0.07%
1,538
+1
4 5
6
7 8