AW
Atlas Wealth Portfolio holdings
AUM
$274M
1-Year Return
7.3%
This Quarter Return
+2.92%
1 Year Return
+7.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$850M
AUM Growth
+$645M
(+315%)
Cap. Flow
+$636M
Cap. Flow
% of AUM
74.81%
Top 10 Holdings %
Top 10 Hldgs %
37.89%
Holding
250
New
171
Increased
71
Reduced
–
Closed
8
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 9.25% |
| 2 | Financials | 3.76% |
| 3 | Consumer Staples | 3.75% |
| 4 | Communication Services | 2.71% |
| 5 | Consumer Discretionary | 1.26% |
