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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
676
$2K ﹤0.01%
+6
677
$2K ﹤0.01%
500
678
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36
679
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100
680
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20
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681
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102
682
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684
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41
-395
685
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+40
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145
687
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100
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689
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690
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691
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692
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693
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694
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695
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696
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+28
697
$2K ﹤0.01%
19
698
$2K ﹤0.01%
10
699
– –
0
700
$2K ﹤0.01%
+11
26 27
28
29 30