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