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
$79M
AUM Growth
+$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$443K
2
+$316K
3
+$264K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$263K
5
FBTC icon
Fidelity Wise Origin Bitcoin Fund
FBTC
+$233K

Top Sells

1
+$867K
2
+$102K
3
+$77.1K
4
MSFT icon
Microsoft
MSFT
+$75K
5
FNV icon
Franco-Nevada
FNV
+$54.9K

Sector Composition

1 Energy 20.73%
2 Materials 6.99%
3 Technology 6.43%
4 Healthcare 3%
5 Consumer Staples 2.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$437K 0.55%
3,256
+40
27
$432K 0.55%
4,015
28
$356K 0.45%
676
-50
29
$353K 0.45%
4,925
+50
30
$333K 0.42%
1,366
31
$325K 0.41%
1,705
-100
32
$312K 0.39%
340
33
$290K 0.37%
8,728
-836
34
$289K 0.37%
11,205
-1,109
35
$285K 0.36%
1,871
-100
36
$278K 0.35%
2,582
+374
37
$270K 0.34%
1,400
-400
38
$270K 0.34%
2,984
39
$265K 0.34%
3,426
40
$262K 0.33%
2,150
41
$258K 0.33%
1,520
42
$251K 0.32%
4,768
-200
43
$232K 0.29%
1,825
44
$231K 0.29%
1,050
45
$227K 0.29%
1,352
46
$223K 0.28%
+1,995
47
$221K 0.28%
425
48
$214K 0.27%
530
+25
49
$209K 0.26%
+7,124
50
$203K 0.26%
+1,070
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