AWP

Atlas Wealth Partners Portfolio holdings

AUM $97.3M
1-Year Est. Return 26.15%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$917K
2
+$814K
3
+$801K
4
HE icon
Hawaiian Electric Industries
HE
+$743K
5
TPL icon
Texas Pacific Land
TPL
+$426K

Top Sells

1
+$141K
2
+$95.9K
3
+$87.1K
4
AAPL icon
Apple
AAPL
+$67.8K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$63.1K

Sector Composition

1 Energy 17.17%
2 Materials 10.07%
3 Technology 5.59%
4 Financials 2.79%
5 Healthcare 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$669K 0.68%
1,330
27
$581K 0.59%
3,111
+12
28
$557K 0.57%
3,002
-125
29
$556K 0.57%
1,500
30
$554K 0.57%
25,500
+1,950
31
$469K 0.48%
6,442
+520
32
$453K 0.46%
4,015
33
$422K 0.43%
3,407
+250
34
$385K 0.39%
676
35
$373K 0.38%
1,520
36
$356K 0.36%
1,318
+1
37
$350K 0.36%
2,156
38
$342K 0.35%
1,405
-300
39
$303K 0.31%
8,043
-150
40
$296K 0.3%
1,050
41
$295K 0.3%
+11,700
42
$292K 0.3%
4,399
-100
43
$285K 0.29%
3,775
-450
44
$268K 0.27%
290
45
$262K 0.27%
525
-5
46
$258K 0.26%
9,555
-1,850
47
$252K 0.26%
+10,800
48
$248K 0.25%
6,809
-449
49
$241K 0.25%
1,200
-200
50
$241K 0.25%
2,105
1
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3