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
201
$51K 0.05%
+14,000
202
$50K 0.04%
+530
203
$50K 0.04%
+1,764
204
$49K 0.04%
+1,346
205
$49K 0.04%
+1,874
206
$49K 0.04%
+4,261
207
$49K 0.04%
+1,878
208
$48K 0.04%
+4,900
209
$48K 0.04%
+2,250
210
$48K 0.04%
+1,970
211
$48K 0.04%
+6,000
212
$47K 0.04%
+4,345
213
$47K 0.04%
+3,612
214
$46K 0.04%
+3,750
215
$46K 0.04%
+916
216
$46K 0.04%
+2,080
217
$45K 0.04%
+482
218
$45K 0.04%
+790
219
$44K 0.04%
+6,000
220
$44K 0.04%
+6,200
221
$44K 0.04%
+335
222
$44K 0.04%
+2,581
223
$43K 0.04%
+1,100
224
$43K 0.04%
+585
225
$43K 0.04%
+1,000
7 8
9
10 11