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
251
$42.1K 0.01%
239
-309
252
$41.9K 0.01%
444
253
$40.7K 0.01%
650
254
$40.5K 0.01%
455
255
$40.3K 0.01%
+200
256
$39.6K 0.01%
10
-1
257
$39.5K 0.01%
719
258
$38.9K 0.01%
800
-2,120
259
$38.8K 0.01%
500
-201
260
$38.1K 0.01%
257
261
$38K 0.01%
275
-60
262
$37.4K 0.01%
313
263
$35.5K 0.01%
500
264
$34.5K 0.01%
250
265
$34.2K 0.01%
352
+2
266
$33.9K 0.01%
248
+1
267
$33.4K 0.01%
300
268
$32.6K 0.01%
+372
269
$32.5K 0.01%
224
+1
270
$32.4K 0.01%
816
271
$32.1K 0.01%
86
272
$31.7K 0.01%
2,964
+1,964
273
$31.2K 0.01%
324
274
$31K 0.01%
500
275
$30.8K 0.01%
900
9 10
11
12 13