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
176
$65K 0.06%
+66
177
$64K 0.06%
+1,756
178
$64K 0.06%
+2,865
179
$63K 0.06%
+3,165
180
$61K 0.05%
+22,350
181
$61K 0.05%
+1,425
182
$61K 0.05%
+709
183
$61K 0.05%
+58,062
184
$61K 0.05%
+6,589
185
$60K 0.05%
+7,750
186
$59K 0.05%
+470
187
$59K 0.05%
+2,668
188
$58K 0.05%
+1,017
189
$57K 0.05%
+487
190
$57K 0.05%
+1,275
191
$56K 0.05%
+4,400
192
$56K 0.05%
+8,079
193
$55K 0.05%
+1,090
194
$54K 0.05%
+701
195
$54K 0.05%
+465
196
$54K 0.05%
+298
197
$53K 0.05%
+2,071
198
$52K 0.05%
+754
199
$51K 0.05%
+1,116
200
$51K 0.05%
+485
6 7
8
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