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
126
$164K 0.09%
1,609
+64
127
$163K 0.09%
745
-55
128
$155K 0.08%
16,480
-1,000
129
$152K 0.08%
874
-55
130
$151K 0.08%
2,702
+182
131
$149K 0.08%
5,268
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132
$149K 0.08%
5,113
133
$148K 0.08%
6,103
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134
$147K 0.08%
4,760
+332
135
$147K 0.08%
7,345
-1,225
136
$146K 0.08%
1,300
+183
137
$143K 0.08%
1,892
-8
138
$140K 0.08%
1,058
139
$140K 0.08%
2,294
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140
$136K 0.07%
1,236
141
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142
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143
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2,337
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144
$125K 0.07%
996
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145
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1,196
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146
$121K 0.07%
6,608
147
$119K 0.06%
775
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148
$114K 0.06%
10,483
-9,488
149
$112K 0.06%
493
150
$112K 0.06%
2,113
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6
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