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
376
$19K 0.01%
262
-3
377
$19K 0.01%
367
-1,340
378
$18K 0.01%
301
-201
379
$18K 0.01%
184
380
$18K 0.01%
250
381
$18K 0.01%
251
382
$18K 0.01%
2,700
383
$18K 0.01%
500
384
$18K 0.01%
+283
385
$18K 0.01%
125
+1
386
$17K 0.01%
150
387
$17K 0.01%
115
388
$17K 0.01%
1,805
-595
389
$17K 0.01%
209
390
$17K 0.01%
665
391
$17K 0.01%
217
+15
392
$17K 0.01%
311
393
$16K 0.01%
823
394
$16K 0.01%
200
395
$16K 0.01%
81
-28
396
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397
$16K 0.01%
+75
398
$16K 0.01%
256
399
$16K 0.01%
325
400
$15K 0.01%
850
14 15
16
17 18