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
251
$48.4K 0.02%
1,438
252
$47.7K 0.02%
2,536
+40
253
$47.6K 0.02%
224
254
$46.9K 0.02%
2,492
-579
255
$46.6K 0.02%
516
256
$46.6K 0.02%
173
+1
257
$46.5K 0.02%
1,308
-555
258
$46.2K 0.02%
6,112
+46
259
$45.1K 0.02%
1,484
+204
260
$44.8K 0.02%
270
-12
261
$44.4K 0.02%
292
-16
262
$44.4K 0.02%
1,332
-666
263
$43.1K 0.02%
108
264
$42.9K 0.02%
1,050
265
$42.2K 0.02%
211
+165
266
$42.2K 0.02%
220
267
$42.2K 0.02%
652
+152
268
$41.7K 0.02%
2,442
+72
269
$41.4K 0.02%
1,926
270
$41.4K 0.02%
454
-1,063
271
$40.9K 0.02%
+815
272
$40K 0.02%
+200
273
$39K 0.02%
1,451
274
$39K 0.01%
320
275
$38.8K 0.01%
640
9 10
11
12 13