APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $425M
1-Year Est. Return 14.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.73%
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
+$1.37M
2
+$1.3M
3
+$1.28M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$964K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$767K

Top Sells

1
+$2.94M
2
+$2.03M
3
+$1.72M
4
SPEM icon
State Street SPDR Portfolio Emerging Markets ETF
SPEM
+$868K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$612K

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
651
$3K ﹤0.01%
151
652
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120
653
$2K ﹤0.01%
10
654
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75
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655
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68
656
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42
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4
659
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660
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661
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662
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663
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664
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665
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15
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666
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40
667
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668
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669
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+4
670
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+20
671
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+34
672
$2K ﹤0.01%
+6
673
$2K ﹤0.01%
+46
674
$2K ﹤0.01%
+13
675
$2K ﹤0.01%
94
25 26
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