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
26
$1.33M 0.72%
12,692
-25
27
$1.32M 0.71%
7,948
+26
28
$1.28M 0.69%
97,675
-2,290
29
$1.15M 0.62%
6,374
+219
30
$1.14M 0.62%
6,589
+94
31
$1.11M 0.6%
19,807
+118
32
$1.09M 0.59%
8,110
+141
33
$1.08M 0.58%
11,179
-2,610
34
$1.06M 0.58%
27,207
+556
35
$1.06M 0.57%
69,143
+398
36
$1.05M 0.57%
8,986
-1,455
37
$1.05M 0.57%
11,414
-55
38
$1.04M 0.56%
3,253
+14
39
$985K 0.53%
16,654
-12
40
$945K 0.51%
7,036
-200
41
$945K 0.51%
43,458
-3,491
42
$923K 0.5%
41,130
+7,551
43
$913K 0.49%
4,029
-204
44
$891K 0.48%
3,859
-153
45
$841K 0.46%
8,952
46
$808K 0.44%
9,174
-426
47
$808K 0.44%
3,522
+148
48
$797K 0.43%
24,436
49
$788K 0.43%
16,836
-42,688
50
$788K 0.43%
7,952
+320
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2
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