AWM
Atticus Wealth Management Portfolio holdings
AUM
$370M
1-Year Return
13.35%
This Quarter Return
-2.91%
1 Year Return
+13.35%
3 Year Return
+51.11%
5 Year Return
+85.6%
10 Year Return
–
AUM
$306M
AUM Growth
-$15.2M
(-4.7%)
Cap. Flow
-$4.48M
Cap. Flow
% of AUM
-1.46%
Top 10 Holdings %
Top 10 Hldgs %
57.89%
Holding
541
New
11
Increased
88
Reduced
113
Closed
28
Top Buys
| 1 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$7.82M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$6.7M |
| 3 |
Invesco S&P MidCap Quality ETF
XMHQ
|
$6.03M |
| 4 |
Hartford Total Return Bond ETF
HTRB
|
$5.22M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$3.43M |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$14.2M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
$6.42M |
| 3 |
iShares Russell 2000 ETF
IWM
|
$5.18M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$5.09M |
| 5 |
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% |
