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
151
$93K 0.08%
+1,698
152
$92K 0.08%
+2,508
153
$90K 0.08%
+44,900
154
$88K 0.08%
+1,537
155
$88K 0.08%
+1,779
156
$87K 0.08%
+1,236
157
$86K 0.08%
+4,040
158
$84K 0.07%
+23,897
159
$84K 0.07%
+6,608
160
$81K 0.07%
+2,285
161
$81K 0.07%
+814
162
$80K 0.07%
+6,277
163
$78K 0.07%
+4,000
164
$78K 0.07%
+4,450
165
$75K 0.07%
+763
166
$75K 0.07%
+1,263
167
$74K 0.07%
+13,403
168
$72K 0.06%
+3,521
169
$72K 0.06%
+5,835
170
$71K 0.06%
+1,821
171
$71K 0.06%
+2,570
172
$71K 0.06%
+233
173
$70K 0.06%
+3,150
174
$67K 0.06%
+2,190
175
$66K 0.06%
+13,000
5 6
7
8 9