AWP

Atlas Wealth Partners Portfolio holdings

AUM $98M
1-Year Est. Return 51.32%
This Quarter Est. Return
1 Year Est. Return
+51.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$81.1M
AUM Growth
+$2.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$349K
2
+$344K
3
+$230K
4
BCDF icon
Horizon Kinetics Blockchain Development ETF
BCDF
+$229K
5
TPL icon
Texas Pacific Land
TPL
+$221K

Top Sells

1
+$232K
2
+$223K
3
+$214K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$203K
5
AAPL icon
Apple
AAPL
+$81.1K

Sector Composition

1 Energy 24.6%
2 Materials 8.95%
3 Technology 5.24%
4 Healthcare 3.16%
5 Financials 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$407K 0.5%
1,572
-105
27
$373K 0.46%
3,057
+475
28
$371K 0.46%
676
29
$363K 0.45%
1,367
+1
30
$360K 0.44%
5,075
+150
31
$349K 0.43%
+5,922
32
$345K 0.43%
2,154
+4
33
$344K 0.42%
3,174
-82
34
$322K 0.4%
340
35
$307K 0.38%
11,405
+200
36
$288K 0.36%
4,768
37
$277K 0.34%
8,593
-135
38
$275K 0.34%
1,520
39
$272K 0.34%
1,815
-56
40
$268K 0.33%
3,426
41
$266K 0.33%
1,705
42
$261K 0.32%
1,050
43
$254K 0.31%
2,884
-100
44
$246K 0.3%
1,400
45
$230K 0.28%
1,352
46
$229K 0.28%
+8,220
47
$227K 0.28%
7,234
+110
48
$217K 0.27%
8,057
+830
49
$214K 0.26%
+1,241
50
$213K 0.26%
+1,018
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