AWP

Atlas Wealth Partners Portfolio holdings

AUM $91M
1-Year Est. Return 15.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.97%
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 +$412K
2 +$318K
3 +$293K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$272K
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$216K

Top Sells

1 +$867K
2 +$91K
3 +$78.6K
4
MSFT icon
Microsoft
MSFT
+$75.8K
5
FNV icon
Franco-Nevada
FNV
+$57.8K

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
51
$202K 0.26%
+7,227
52
$77K 0.1%
20,050
+2,825
53
-30,786