AWM

Atticus Wealth Management Portfolio holdings

AUM $370M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$37.7K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$1.07M
3
+$930K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$544K
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$445K

Top Sells

1
+$3.81M
2
+$2.19M
3
+$1.87M
4
PAUG icon
Innovator US Equity Power Buffer ETF August
PAUG
+$980K
5
OEF icon
iShares S&P 100 ETF
OEF
+$549K

Sector Composition

1 Technology 7.77%
2 Consumer Staples 3.3%
3 Healthcare 2.02%
4 Communication Services 1.93%
5 Consumer Discretionary 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$54.9K 0.02%
176
227
$54.3K 0.02%
1,477
228
$53.5K 0.02%
1,200
229
$52.6K 0.02%
1,266
-1,550
230
$52.2K 0.02%
322
+1
231
$51.4K 0.02%
2,034
232
$51K 0.02%
780
233
$50K 0.02%
2,625
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234
$49.8K 0.02%
185
-103
235
$49.6K 0.02%
1,451
236
$48.6K 0.02%
516
237
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238
$48.4K 0.02%
115
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239
$48K 0.02%
990
240
$47.6K 0.02%
1,332
241
$47K 0.02%
2,000
242
$46.5K 0.02%
466
243
$46.4K 0.02%
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244
$45.9K 0.02%
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245
$44.9K 0.01%
5,343
+1,453
246
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414
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247
$44K 0.01%
642
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248
$43.9K 0.01%
640
249
$42.4K 0.01%
2,645
+53
250
$42.1K 0.01%
550
8 9
10
11 12