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
$261M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$888K
3
+$806K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$679K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$616K

Top Sells

1
+$1.51M
2
+$763K
3
+$622K
4
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$581K
5
HD icon
Home Depot
HD
+$257K

Sector Composition

1 Technology 7.46%
2 Consumer Staples 4.16%
3 Healthcare 2.55%
4 Consumer Discretionary 1.98%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$57.3K 0.02%
275
+1
227
$57K 0.02%
512
-2,000
228
$56.6K 0.02%
915
+9
229
$56.6K 0.02%
325
230
$56.3K 0.02%
154
231
$56.2K 0.02%
244
232
$56.1K 0.02%
850
233
$55.9K 0.02%
278
-46
234
$55.9K 0.02%
1,520
235
$55.6K 0.02%
522
236
$55K 0.02%
+1,365
237
$54K 0.02%
1,000
238
$53.7K 0.02%
355
239
$53.6K 0.02%
500
240
$52.8K 0.02%
2,492
+36
241
$52.5K 0.02%
1,500
242
$51.1K 0.02%
3,644
+61
243
$51.1K 0.02%
1,680
244
$50.6K 0.02%
+493
245
$50.3K 0.02%
184
246
$50.2K 0.02%
703
+101
247
$50.1K 0.02%
666
-333
248
$50K 0.02%
416
-22
249
$49.3K 0.02%
556
+144
250
$49.2K 0.02%
2,008
-1,822
8 9
10
11 12