Atlas Private Wealth Management’s iShares MSCI USA Small-Cap Min Vol Factor ETF SMMV Stock Holding History

Atlas Private Wealth Management’s Portfolio SMMV Stock Details SMMV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-34,391	Closed	-$1.28M	–	125
2022 Q1	$1.28M	Buy	34,391 +660	+2%	+$24.2K	0.74%	40
2021 Q4	$1.32M	Buy	33,731 +1,505	+5%	+$57.6K	0.74%	41
2021 Q3	$1.2M	Buy	32,226 +1,370	+4%	+$51.9K	0.73%	46
2021 Q2	$1.17M	Buy	30,856 +5,298	+21%	+$201K	0.72%	45
2021 Q1	$942K	Buy	25,558 +18,176	+246%	+$657K	0.6%	50
2020 Q4	$250K	Buy	+7,382	New	+$234K	0.18%	105

Other funds holding SMMV

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealth Management Resources Smithfield, Rhode Island $287M AUM 10.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return