AWP
Atlas Wealth Partners Portfolio holdings
AUM
$98M
1-Year Est. Return
51.32%
1 Year Est. Return
+51.32%
AUM
$86.6M
AUM Growth
+$5.53M
(+6.8%)
Holding
56
Top Buys
| 1 | +$457K | |
| 2 | +$262K | |
| 3 | +$253K | |
| 4 |
Strategy Shares Gold-Hedged Bond ETF
GOLY
|
+$222K |
| 5 |
Hawaiian Electric Industries
HE
|
+$190K |
Top Sells
| 1 | +$624K | |
| 2 | +$469K | |
| 3 | +$419K | |
| 4 |
Walmart
WMT
|
+$254K |
| 5 |
MSB
Mesabi Trust
MSB
|
+$217K |
Sector Composition
| 1 | Energy | 18.97% |
| 2 | Materials | 8.68% |
| 3 | Technology | 5.97% |
| 4 | Healthcare | 2.49% |
| 5 | Financials | 2.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SJT
51
San Juan Basin Royalty Trust
SJT
$281M
| $201K | 0.23% |
33,650
+9,350
|
|
||
|
52
Hawaiian Electric Industries
HE
$2B
| $190K | 0.22% |
+17,850
|
|
||
|
53
Walmart
WMT
$818B
| – | – |
-2,884
|
|
||
|
MSB
54
Mesabi Trust
MSB
$454M
| – | – |
-8,057
|
|
||
55
AbbVie
ABBV
$387B
| – | – |
-1,018
|
|
||
56
Thermo Fisher Scientific
TMO
$215B
| – | – |
-425
|
|