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
401
$15K 0.01%
202
+1
402
$15K 0.01%
+500
403
$15K 0.01%
86
404
$15K 0.01%
100
-100
405
$15K 0.01%
+650
406
$15K 0.01%
+350
407
$15K 0.01%
239
408
$15K 0.01%
498
409
$15K 0.01%
674
+6
410
$15K 0.01%
233
+31
411
$15K 0.01%
145
-16
412
$14K 0.01%
258
413
$14K 0.01%
50
+25
414
$14K 0.01%
66
+36
415
$14K 0.01%
120
+105
416
$14K 0.01%
955
-7
417
$14K 0.01%
138
+18
418
$14K 0.01%
+50
419
$14K 0.01%
850
-750
420
$14K 0.01%
39
+24
421
$14K 0.01%
227
+42
422
$14K 0.01%
135
423
$14K 0.01%
962
-366
424
$14K 0.01%
79
+29
425
$14K 0.01%
+100
15 16
17
18 19