APWA
Atlas Private Wealth Advisors Portfolio holdings
AUM
$777M
1-Year Return
11.98%
This Quarter Return
+16.41%
1 Year Return
+11.98%
3 Year Return
+41.1%
5 Year Return
+62.49%
10 Year Return
–
AUM
$112M
AUM Growth
–
Cap. Flow
+$112M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.22%
Holding
720
New
718
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco Taxable Municipal Bond ETF
BAB
|
$5.09M |
| 2 |
Apple
AAPL
|
$4.86M |
| 3 |
First Trust Managed Municipal ETF
FMB
|
$4.24M |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$4.17M |
| 5 |
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% |
