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
101
$293K 0.16%
27,671
-1,960
102
$290K 0.16%
98,455
+5,990
103
$282K 0.15%
1,972
-164
104
$272K 0.15%
5,393
-479
105
$270K 0.15%
761
+108
106
$268K 0.15%
1,612
-90
107
$261K 0.14%
5,584
-400
108
$243K 0.13%
2,223
-459
109
$238K 0.13%
20,828
-2,913
110
$232K 0.13%
5,648
+5,103
111
$208K 0.11%
4,431
-21
112
$199K 0.11%
839
+9
113
$198K 0.11%
713
+20
114
$198K 0.11%
+2,930
115
$194K 0.11%
368
+1
116
$192K 0.1%
8,907
-1,515
117
$191K 0.1%
9,245
-680
118
$191K 0.1%
1,360
+157
119
$189K 0.1%
56,901
+1,354
120
$184K 0.1%
2,607
+517
121
$183K 0.1%
4,384
122
$179K 0.1%
1,083
+65
123
$174K 0.09%
2,457
-645
124
$173K 0.09%
6,500
125
$167K 0.09%
1,071
+525
3 4
5
6 7