APWA

Atlas Private Wealth Advisors Portfolio holdings

AUM $428M
1-Year Est. Return 13.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.51%
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
751
$1K ﹤0.01%
+4
752
$1K ﹤0.01%
11
753
$1K ﹤0.01%
166
754
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+25
755
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+6
756
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50
757
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758
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11
759
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72
760
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1
761
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762
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18
764
– –
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765
$0 ﹤0.01%
3
766
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767
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768
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769
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774
$0 ﹤0.01%
6
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775
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15
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29 30
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32 33