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
$18.1M
AUM Growth
+$737K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
22
New
Increased
Reduced
Closed

Top Buys

1
+$253K
2
+$251K
3
+$248K
4
NVDA icon
NVIDIA
NVDA
+$234K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$233K

Top Sells

1
+$200K
2
+$135K
3
+$75K
4
AMZN icon
Amazon
AMZN
+$9.54K
5
XOM icon
Exxon Mobil
XOM
+$2.58K

Sector Composition

1 Energy 38.78%
2 Technology 6.73%
3 Consumer Discretionary 5.68%
4 Financials 5.68%
5 Healthcare 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.61M 36.49%
13,326
+129
2
$3.12M 17.23%
103,012
+4,567
3
$1.32M 7.27%
25,359
+3,482
4
$985K 5.44%
5,119
-700
5
$787K 4.34%
2,100
-200
6
$744K 4.11%
4,677
-60
7
$625K 3.45%
14,443
+150
8
$461K 2.54%
1,195
9
$414K 2.28%
4,015
-25
10
$371K 2.05%
17,775
+950
11
$316K 1.74%
720
12
$293K 1.62%
1,905
13
$286K 1.58%
1,559
+100
14
$278K 1.53%
4,755
+500
15
$266K 1.47%
1,840
16
$253K 1.4%
+1,224
17
$251K 1.39%
+365
18
$248K 1.37%
+8,840
19
$234K 1.29%
+3,830
20
$233K 1.29%
+479
21
$25K 0.14%
1,350
22
– –
-5,982