AWM

Atticus Wealth Management Portfolio holdings

AUM $396M
1-Year Est. Return 15.65%
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
+$9.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.25M
3
+$1.69M
4
GLD icon
SPDR Gold Trust
GLD
+$1.16M
5
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$518K

Top Sells

1
+$6.09M
2
+$1.33M
3
+$872K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$804K
5
SPY icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$66.9K 0.02%
522
-176
227
$66.8K 0.02%
1,520
228
$66.6K 0.02%
885
-250
229
$65K 0.02%
571
230
$64.8K 0.02%
611
+1
231
$64.6K 0.02%
145
232
$64.3K 0.02%
1,162
+26
233
$64.3K 0.02%
+3,897
234
$63.6K 0.02%
325
235
$63.1K 0.02%
850
+350
236
$62.6K 0.02%
285
237
$62.3K 0.02%
1,863
-100
238
$61.9K 0.02%
1,578
+8
239
$61.7K 0.02%
154
240
$61.4K 0.02%
2,456
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241
$61K 0.02%
244
242
$60.8K 0.02%
258
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$60.4K 0.02%
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244
$60.3K 0.02%
274
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245
$59.8K 0.02%
1,000
246
$59.5K 0.02%
3,071
-1,272
247
$59.4K 0.02%
355
248
$59.3K 0.02%
530
249
$58.3K 0.02%
1,940
250
$57.3K 0.02%
906
+16
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10
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