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APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $425M
1-Year Est. Return 14.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$120M
AUM Growth
+$7.45M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
751
New
Increased
Reduced
Closed

Top Buys

1
+$1.41M
2
+$1.23M
3
+$841K
4
LDSF icon
First Trust Low Duration Strategic Focus ETF
LDSF
+$800K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$709K

Top Sells

1
+$564K
2
+$410K
3
+$314K
4
BSJK
Invesco BulletShares 2020 High Yield Corporate Bond ETF
BSJK
+$264K
5
CTB
Cooper Tire & Rubber Co.
CTB
+$255K

Sector Composition

1 Technology 10.39%
2 Healthcare 5.47%
3 Consumer Discretionary 3.99%
4 Communication Services 3.14%
5 Consumer Staples 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.06M 5.89%
60,989
+7,705
2
$6.39M 5.33%
191,553
+36,828
3
$4.83M 4.03%
236,978
+39,186
4
$4.8M 4%
14,328
+2,140
5
$4.53M 3.78%
87,568
+27,219
6
$4.51M 3.76%
38,207
+2,895
7
$4.18M 3.49%
75,245
-1,771
8
$3.62M 3.02%
56,823
-6,456
9
$3.43M 2.86%
109,090
+17,405
10
$3.36M 2.81%
92,272
+17,530
11
$2.35M 1.96%
37,092
+4,531
12
$2.11M 1.76%
14,177
+76
13
$2.04M 1.7%
9,700
-125
14
$1.74M 1.45%
21,352
-745
15
$1.61M 1.34%
20,288
-296
16
$1.57M 1.31%
13,583
-4,855
17
$1.46M 1.22%
13,488
+10
18
$1.38M 1.15%
8,347
+58
19
$1.34M 1.12%
13,890
-3,439
20
$1.3M 1.09%
6,924
+528
21
$1.25M 1.04%
22,617
+2,131
22
$1.15M 0.96%
102,665
-960
23
$1.12M 0.93%
88,395
+33,475
24
$1.06M 0.89%
20,568
-822
25
$1.05M 0.88%
5,007
+114
1
2 3 4 5