AWM
Atticus Wealth Management Portfolio holdings
AUM
$370M
1-Year Return
13.35%
This Quarter Return
+6.73%
1 Year Return
+13.35%
3 Year Return
+51.11%
5 Year Return
+85.6%
10 Year Return
–
AUM
$271M
AUM Growth
+$9.59M
(+3.7%)
Cap. Flow
-$5.42M
Cap. Flow
% of AUM
-2%
Top 10 Holdings %
Top 10 Hldgs %
54.11%
Holding
623
New
77
Increased
104
Reduced
145
Closed
36
Top Buys
| 1 |
Innovator US Equity Power Buffer ETF May
PMAY
|
+$3.59M |
| 2 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$2.25M |
| 3 |
Innovator Growth Accelerated Plus ETF January
QTJA
|
+$1.69M |
| 4 |
SPDR Gold Trust
GLD
|
+$1.16M |
| 5 |
Innovator US Equity Power Buffer ETF April
PAPR
|
+$518K |
Top Sells
| 1 |
First Trust Preferred Securities and Income ETF
FPE
|
+$6.09M |
| 2 |
Medical Properties Trust
MPW
|
+$1.33M |
| 3 |
Innovator US Equity Power Buffer ETF December
PDEC
|
+$872K |
| 4 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
+$804K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$775K |
Sector Composition
| 1 | Technology | 7.87% |
| 2 | Consumer Staples | 4.28% |
| 3 | Healthcare | 2.54% |
| 4 | Consumer Discretionary | 2.16% |
| 5 | Financials | 1.88% |
