AW

Atlas Wealth Portfolio holdings

AUM $310M
1-Year Est. Return 9.65%
This Quarter Est. Return
1 Year Est. Return
+9.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.5%
2 Financials 4.32%
3 Consumer Staples 3.87%
4 Healthcare 2.25%
5 Communication Services 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$70.4K 0.02%
+13,312
127
$3.52K ﹤0.01%
+24,300
128
$2.88K ﹤0.01%
+26,620