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
651
$3K ﹤0.01%
151
652
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653
$2K ﹤0.01%
10
654
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75
-311
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68
656
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42
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+1
658
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4
659
$2K ﹤0.01%
+42
660
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+15
661
$2K ﹤0.01%
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662
$2K ﹤0.01%
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663
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664
$2K ﹤0.01%
12
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665
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25
666
$2K ﹤0.01%
+4
667
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+20
668
$2K ﹤0.01%
+46
669
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+13
670
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94
671
$2K ﹤0.01%
+29
672
$2K ﹤0.01%
10
673
$2K ﹤0.01%
+6
674
$2K ﹤0.01%
500
675
$2K ﹤0.01%
36
25 26
27
28 29