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
151
$106K 0.07%
+3,397
152
$106K 0.07%
6,608
153
$105K 0.07%
3,555
+810
154
$103K 0.07%
963
155
$103K 0.07%
5,113
-24
156
$103K 0.07%
1,336
+1,200
157
$101K 0.07%
4,782
-2,565
158
$100K 0.07%
13,443
+1,046
159
$99K 0.07%
+675
160
$97K 0.07%
2,285
161
$96K 0.06%
6,289
-300
162
$96K 0.06%
2,551
-2,020
163
$94K 0.06%
54,737
-3,035
164
$93K 0.06%
5,755
-522
165
$92K 0.06%
3,165
166
$91K 0.06%
1,728
-95
167
$82K 0.06%
1,841
+2
168
$82K 0.06%
1,690
169
$82K 0.06%
1,806
+42
170
$81K 0.05%
417
+141
171
$81K 0.05%
4,935
-932
172
$80K 0.05%
910
+600
173
$79K 0.05%
1,425
174
$79K 0.05%
909
+135
175
$78K 0.05%
590
5 6
7
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