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
601
$4K ﹤0.01%
538
+15
602
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131
603
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32
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355
605
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+50
606
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53
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1,000
608
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75
609
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39
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36
611
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43
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+5
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23
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300
616
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620
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58
621
$3K ﹤0.01%
41
622
$3K ﹤0.01%
51
-15
623
$3K ﹤0.01%
15
624
$3K ﹤0.01%
15
-20
625
$3K ﹤0.01%
100
-300
23 24
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