APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $408M
1-Year Est. Return 11.73%
This Quarter Est. Return
1 Year Est. Return
+11.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$1.32M
3
+$1.28M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$969K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$781K

Top Sells

1
+$2.98M
2
+$2M
3
+$1.78M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$882K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$616K

Sector Composition

1 Technology 8.26%
2 Consumer Discretionary 7.16%
3 Healthcare 4.62%
4 Communication Services 3.24%
5 Financials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$28K 0.02%
117
302
$28K 0.02%
222
-179
303
$28K 0.02%
1,177
+9
304
$27K 0.01%
1,207
305
$27K 0.01%
449
-305
306
$27K 0.01%
320
-850
307
$27K 0.01%
300
-13
308
$27K 0.01%
400
309
$27K 0.01%
605
-130
310
$27K 0.01%
310
311
$27K 0.01%
69
-9
312
$26K 0.01%
30
+17
313
$26K 0.01%
118
-100
314
$26K 0.01%
300
-1,000
315
$26K 0.01%
296
+91
316
$26K 0.01%
1,650
317
$26K 0.01%
688
318
$26K 0.01%
401
319
$26K 0.01%
+94
320
$26K 0.01%
68
321
$26K 0.01%
200
322
$25K 0.01%
462
+262
323
$25K 0.01%
390
324
$25K 0.01%
910
+160
325
$25K 0.01%
780
-205
11 12
13
14 15