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
$306M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.7M
3
+$6.03M
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$5.22M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.43M

Top Sells

1
+$14.2M
2
+$6.42M
3
+$5.18M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.09M
5
CSHI icon
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
+$1.21M

Sector Composition

1 Technology 7.48%
2 Consumer Staples 3.53%
3 Financials 1.97%
4 Consumer Discretionary 1.9%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$53.7K 0.02%
200
227
$53.5K 0.02%
2,034
228
$53.4K 0.02%
313
-100
229
$51.4K 0.02%
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-940
230
$49.5K 0.02%
672
+90
231
$49.2K 0.02%
516
232
$49.1K 0.02%
1,680
233
$48.1K 0.02%
1,451
234
$46.7K 0.02%
2,210
+2
235
$46.1K 0.02%
1,477
236
$46.1K 0.02%
10
237
$45.5K 0.01%
698
-1,025
238
$45.1K 0.01%
665
239
$44.2K 0.01%
259
+1
240
$44.1K 0.01%
2,923
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241
$43.7K 0.01%
640
242
$43K 0.01%
2,994
-7,056
243
$42.8K 0.01%
639
244
$42.6K 0.01%
976
-2,585
245
$42.6K 0.01%
912
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246
$42.5K 0.01%
414
+65
247
$40.3K 0.01%
490
248
$40.3K 0.01%
444
249
$39.9K 0.01%
261
250
$39.3K 0.01%
84
8 9
10
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