APWA
AOM icon

Atlas Private Wealth Advisors’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Atlas Private Wealth Advisors’s Portfolio AOM Stock Details AOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-8,392
Closed -$386K – 140
2025
Q2 		$386K Hold
8,392
– – 0.05% 135
2025
Q1 		$368K Sell
8,392
-366
-4% -$16.1K 0.05% 130
2024
Q4 		$380K Buy
+8,758
New +$388K 0.05% 116
2021
Q4 		– Sell
-2,316
Closed -$104K – 182
2021
Q3 		$104K Buy
2,316
+448
+24% +$20.3K 0.05% 169
2021
Q2 		$84K Hold
1,868
– – 0.05% 180
2021
Q1 		$81K Sell
1,868
-650
-26% -$28.3K 0.05% 184
2020
Q4 		$109K Sell
2,518
-684
-21% -$28.8K 0.07% 147
2020
Q3 		$131K Sell
3,202
-157
-5% -$6.43K 0.11% 122
2020
Q2 		$134K Buy
+3,359
New +$130K 0.12% 123

Other funds holding AOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WFS
Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return