AW
Atlas Wealth Portfolio holdings
AUM
$274M
1-Year Return
7.3%
This Quarter Return
+4.73%
1 Year Return
+7.3%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$232M
AUM Growth
-$619M
(-73%)
Cap. Flow
-$628M
Cap. Flow
% of AUM
-270.9%
Top 10 Holdings %
Top 10 Hldgs %
61.65%
Holding
255
New
13
Increased
4
Reduced
65
Closed
173
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 17.41% |
| 2 | Consumer Staples | 7.03% |
| 3 | Financials | 4.61% |
| 4 | Communication Services | 4.6% |
| 5 | Consumer Discretionary | 2.33% |