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
476
$10K 0.01%
105
-149
477
$10K 0.01%
195
-912
478
$10K 0.01%
385
479
$10K 0.01%
719
480
$9K ﹤0.01%
80
+19
481
$9K ﹤0.01%
178
+71
482
$9K ﹤0.01%
+15
483
$9K ﹤0.01%
63
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484
$9K ﹤0.01%
1,300
485
$9K ﹤0.01%
17
+8
486
$9K ﹤0.01%
389
+1
487
$9K ﹤0.01%
100
488
$9K ﹤0.01%
95
489
$9K ﹤0.01%
55
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490
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250
491
$9K ﹤0.01%
20
492
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494
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88
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495
$8K ﹤0.01%
+40
496
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90
497
$8K ﹤0.01%
87
498
$8K ﹤0.01%
300
499
$8K ﹤0.01%
42
+15
500
$8K ﹤0.01%
100
18 19
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