AWP

Atlas Wealth Partners Portfolio holdings

AUM $86.6M
1-Year Est. Return 55.96%
This Quarter Est. Return
1 Year Est. Return
+55.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.4M
AUM Growth
-$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$141K
2
+$37.9K
3
+$27.9K
4
TPL icon
Texas Pacific Land
TPL
+$18.2K
5
XOM icon
Exxon Mobil
XOM
+$15.8K

Top Sells

1
+$3.93M
2
+$2.41M
3
+$1.97M
4
PBT
Permian Basin Royalty Trust
PBT
+$1.5M
5
RGLD icon
Royal Gold
RGLD
+$1.02M

Sector Composition

1 Energy 48.49%
2 Technology 5.63%
3 Consumer Discretionary 5.22%
4 Financials 3.78%
5 Healthcare 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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28
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29
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30
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31
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32
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33
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34
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35
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36
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37
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38
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39
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40
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