AW
Atlas Wealth Portfolio holdings
AUM
$274M
This Quarter Return
+4.63%
1 Year Return
+7.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$274M
AUM Growth
+$274M
(+6.8%)
Cap. Flow
+$7.17M
Cap. Flow
% of AUM
2.62%
Top 10 Holdings %
Top 10 Hldgs %
46.81%
Holding
112
New
15
Increased
32
Reduced
25
Closed
4
Top Buys
| 1 |
Cambria Shareholder Yield ETF
SYLD
|
$3.64M |
| 2 |
Avantis US Equity ETF
AVUS
|
$2.74M |
| 3 |
T. Rowe Price Capital Appreciation Equity ETF
TCAF
|
$1.78M |
| 4 |
T. Rowe Price Small-Mid Cap ETF
TMSL
|
$1.67M |
| 5 |
FEGE
First Eagle Global Equity ETF
FEGE
|
$1.56M |
Top Sells
Sector Composition
| 1 | Technology | 15.91% |
| 2 | Consumer Staples | 5.63% |
| 3 | Financials | 5.37% |
| 4 | Communication Services | 4.43% |
| 5 | Consumer Discretionary | 2.39% |
