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
51
$241K 0.25%
+8,550
52
$236K 0.24%
+970
53
$236K 0.24%
+1,018
54
$234K 0.24%
1,665
-75
55
$227K 0.23%
+7,844
56
$214K 0.22%
2,711
-715
57
$212K 0.22%
35,150
+1,500
58
$210K 0.21%
+4,947
59
$208K 0.21%
+2,100
60
$208K 0.21%
1,352
61
$206K 0.21%
+425
62
$201K 0.2%
1,191
1 2
3