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
$509M
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
240
New
Increased
Reduced
Closed

Top Sells

1 +$3.4M
2 +$834K
3 +$656K
4
ALL icon
Allstate
ALL
+$389K
5
MARB icon
First Trust Merger Arbitrage ETF
MARB
+$377K

Sector Composition

1 Technology 5.51%
2 Financials 3.24%
3 Consumer Staples 2.78%
4 Healthcare 1.43%
5 Communication Services 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-5,535
152
-6,664
153
$0 ﹤0.01%
48,794
-5,235