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
176
$77K 0.05%
2,525
-30
177
$77K 0.05%
16,798
-2,999
178
$77K 0.05%
4,835
-1,000
179
$76K 0.05%
203
+6
180
$76K 0.05%
1,039
+20
181
$75K 0.05%
629
-140
182
$74K 0.05%
824
+87
183
$73K 0.05%
1,001
-182
184
$71K 0.05%
7,310
-11,300
185
$68K 0.05%
1,756
186
$68K 0.05%
947
+907
187
$67K 0.04%
298
188
$67K 0.04%
7,000
189
$67K 0.04%
2,190
190
$67K 0.04%
567
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191
$64K 0.04%
1,144
192
$64K 0.04%
1,784
+6
193
$63K 0.04%
1,076
-40
194
$62K 0.04%
1,409
-1,400
195
$61K 0.04%
338
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196
$61K 0.04%
895
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197
$60K 0.04%
2,250
198
$60K 0.04%
+2,500
199
$60K 0.04%
11,001
-1,999
200
$60K 0.04%
354
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