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
76
$520K 0.28%
2,960
+375
77
$519K 0.28%
6,400
-3,750
78
$516K 0.28%
1,201
+74
79
$490K 0.27%
4,011
-275
80
$461K 0.25%
22,395
-35
81
$445K 0.24%
14,213
+1,559
82
$432K 0.23%
3,188
-158
83
$429K 0.23%
23,163
-4,374
84
$412K 0.22%
8,215
-391
85
$411K 0.22%
7,640
+885
86
$406K 0.22%
10,265
+784
87
$405K 0.22%
8,955
+8,518
88
$398K 0.22%
13,290
89
$384K 0.21%
7,740
-190
90
$375K 0.2%
5,593
-15
91
$368K 0.2%
2,000
92
$363K 0.2%
11,200
-300
93
$352K 0.19%
2,880
+80
94
$322K 0.17%
7,816
-641
95
$322K 0.17%
807
-23
96
$312K 0.17%
11,843
+6,306
97
$310K 0.17%
15,480
+1,960
98
$310K 0.17%
5,688
+1,127
99
$302K 0.16%
792
+748
100
$299K 0.16%
4,832
+2,446
2 3
4
5 6