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
$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
326
$25K 0.01%
613
+152
327
$25K 0.01%
410
-31
328
$25K 0.01%
310
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329
$25K 0.01%
462
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330
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390
331
$25K 0.01%
910
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332
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780
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333
$25K 0.01%
1,500
334
$25K 0.01%
500
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335
$25K 0.01%
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336
$24K 0.01%
650
337
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710
338
$24K 0.01%
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339
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825
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340
$24K 0.01%
2,126
341
$24K 0.01%
605
342
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230
343
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438
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344
$23K 0.01%
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345
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346
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347
$22K 0.01%
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348
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349
$22K 0.01%
2,350
350
$22K 0.01%
365
+27
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