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
251
$56.1K 0.02%
184
-50
252
$56K 0.02%
802
253
$55K 0.02%
1,680
+180
254
$54.6K 0.02%
1,500
255
$54.5K 0.02%
500
256
$53.4K 0.02%
308
+8
257
$51.1K 0.02%
+1,438
258
$50.8K 0.02%
108
+30
259
$50.1K 0.02%
6,066
+46
260
$49.9K 0.02%
2,496
+40
261
$49.3K 0.02%
+224
262
$47.8K 0.02%
1,516
263
$47.6K 0.02%
1,451
264
$47.5K 0.02%
516
265
$46.9K 0.02%
577
266
$46.5K 0.02%
220
267
$45.5K 0.02%
3,583
+1,083
268
$45.2K 0.02%
602
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269
$45K 0.02%
320
-100
270
$44.8K 0.02%
1,050
271
$43.7K 0.02%
1,640
272
$43.6K 0.02%
500
273
$43.1K 0.02%
1,926
-29,628
274
$42.9K 0.02%
2,370
+68
275
$42.4K 0.02%
412
-4,013
9 10
11
12 13