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
251
$39.3K 0.01%
757
-1,208
252
$38.6K 0.01%
500
253
$37.5K 0.01%
75
-45
254
$37.4K 0.01%
700
255
$37.4K 0.01%
140
256
$37.3K 0.01%
605
+1
257
$37.1K 0.01%
250
258
$36.8K 0.01%
490
259
$35.8K 0.01%
442
+1
260
$35.7K 0.01%
1,500
261
$35.5K 0.01%
114
-16
262
$35.4K 0.01%
+3,722
263
$35.2K 0.01%
159
-211
264
$34.9K 0.01%
75
265
$34.7K 0.01%
356
+1
266
$34.1K 0.01%
+2,000
267
$34K 0.01%
300
268
$33.3K 0.01%
593
269
$33.2K 0.01%
322
270
$33.2K 0.01%
110
271
$33.1K 0.01%
1,000
272
$33K 0.01%
1,066
273
$32.8K 0.01%
275
274
$32.6K 0.01%
650
275
$32.6K 0.01%
640
+1
9 10
11
12 13