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
201
$60K 0.04%
2,668
202
$58K 0.04%
378
+203
203
$58K 0.04%
1,450
+1,250
204
$57K 0.04%
1,600
+500
205
$57K 0.04%
11,000
206
$56K 0.04%
465
207
$54K 0.04%
1,346
208
$54K 0.04%
428
+116
209
$54K 0.04%
120
210
$53K 0.04%
1,210
+10
211
$53K 0.04%
400
212
$53K 0.04%
1,100
213
$53K 0.04%
855
+5
214
$53K 0.04%
6,000
215
$53K 0.04%
1,582
-111
216
$52K 0.03%
1,850
+600
217
$52K 0.03%
3,612
218
$52K 0.03%
2,363
219
$51K 0.03%
189
220
$50K 0.03%
252
+26
221
$49K 0.03%
720
222
$49K 0.03%
346
-143
223
$49K 0.03%
1,008
-1,300
224
$49K 0.03%
778
-6
225
$47K 0.03%
3,325
7 8
9
10 11