Investor Atlas Wealth LLC

Investor Performance

Atlas Wealth LLC investor performance is calculated on a quarterly basis. To calculate this, we calculate the cost basis of added positions in each quarter and use that to calculate the total profit and returns for each quarter. In addition to quarterly performance, we show annualized performance and the institution's (Atlas Wealth LLC) Internal Rate of Return (IRR). The IRR is equivalent to the Compound Annualized Growth Rate (CAGR).

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Reporting
Period		 Starting
Portfolio Value		 Ending
Portfolio Value		 Change in
Portfolio Value		 Value of
Bought/Sold		 Gross
Profit (Loss)		 Quarterly
Return %
2026-03-31 329,295 458,878
2025-12-31 309,806 329,295
2025-09-30 273,854 309,806
2025-06-30 256,433 273,854
2025-03-31 264,381 256,433
2024-12-31 231,745 264,381
2024-09-30 647,538 231,745
2024-06-30 204,798 647,538
2024-03-31 183,609 204,798
2023-12-31 534,580 183,609
2023-09-30 542,904 534,580
2023-06-30 508,740 542,904
2023-03-31 370,854 508,740
2022-12-31 370,854