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
51
$788K 0.43%
5,462
52
$788K 0.43%
78,010
+18,577
53
$775K 0.42%
34,995
+1,580
54
$770K 0.42%
12,211
+271
55
$760K 0.41%
33,707
+2,502
56
$748K 0.4%
15,877
+386
57
$745K 0.4%
13,776
-18
58
$725K 0.39%
2,084
+93
59
$709K 0.38%
5,008
-41
60
$705K 0.38%
1,858
-21
61
$703K 0.38%
11,095
-398
62
$700K 0.38%
6,196
-1,308
63
$699K 0.38%
4,720
+1
64
$685K 0.37%
15,167
65
$685K 0.37%
9,340
+700
66
$679K 0.37%
5,420
+260
67
$672K 0.36%
12,293
-699
68
$660K 0.36%
30,700
-489
69
$657K 0.36%
13,463
-267
70
$643K 0.35%
26,244
+105
71
$629K 0.34%
111,010
+1,725
72
$616K 0.33%
1,103
+6
73
$611K 0.33%
1,554
+645
74
$587K 0.32%
3,978
-132
75
$537K 0.29%
18,260
-2,680
1 2
3
4 5