AWP
Atlas Wealth Partners Portfolio holdings
AUM
$98M
1-Year Est. Return
51.32%
1 Year Est. Return
+51.32%
AUM
$98M
AUM Growth
+$11.3M
(+13%)
Holding
62
Top Buys
| 1 | +$887K | |
| 2 | +$881K | |
| 3 | +$819K | |
| 4 |
Hawaiian Electric Industries
HE
|
+$720K |
| 5 |
Strategy Shares Gold-Hedged Bond ETF
GOLY
|
+$449K |
Top Sells
| 1 | +$140K | |
| 2 | +$97.4K | |
| 3 | +$84.5K | |
| 4 |
Apple
AAPL
|
+$76.4K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$73.1K |
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 | |
|---|---|---|---|---|---|---|
|
JAPN
51
Horizon Kinetics Japan Owner Operator ETF
JAPN
$25.8M
| $241K | 0.25% |
+8,550
|
|
||
|
52
Alphabet (Google) Class A
GOOGL
$3.81T
| $236K | 0.24% |
+970
|
|
||
53
AbbVie
ABBV
$397B
| $236K | 0.24% |
+1,018
|
|
||
54
PepsiCo
PEP
$203B
| $234K | 0.24% |
1,665
-75
|
|
||
|
MSB
55
Mesabi Trust
MSB
$421M
| $227K | 0.23% |
+7,844
|
|
||
56
Vanguard Short-Term Bond ETF
BSV
$39.2B
| $214K | 0.22% |
2,711
-715
|
|
||
|
SJT
57
San Juan Basin Royalty Trust
SJT
$257M
| $212K | 0.22% |
35,150
+1,500
|
|
||
58
iShares Silver Trust
SLV
$29.3B
| $210K | 0.21% |
+4,947
|
|
||
59
VanEck Junior Gold Miners ETF
GDXJ
$9.03B
| $208K | 0.21% |
+2,100
|
|
||
60
Procter & Gamble
PG
$341B
| $208K | 0.21% |
1,352
|
|
||
61
Thermo Fisher Scientific
TMO
$218B
| $206K | 0.21% |
+425
|
|
||
62
Intercontinental Exchange
ICE
$88.6B
| $201K | 0.2% |
1,191
|
|