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
276
$42.1K 0.02%
1,000
277
$40.9K 0.02%
613
-213
278
$40.4K 0.01%
+640
279
$40.3K 0.01%
+282
280
$40.2K 0.01%
1,280
-14
281
$39.6K 0.01%
86
-1
282
$38.9K 0.01%
184
-54
283
$38.7K 0.01%
580
284
$38.3K 0.01%
172
+1
285
$37.5K 0.01%
719
286
$37.1K 0.01%
420
287
$36.7K 0.01%
455
288
$36.6K 0.01%
277
-68
289
$36.4K 0.01%
850
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290
$36.3K 0.01%
843
+16
291
$35.1K 0.01%
500
-300
292
$34.6K 0.01%
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293
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294
$34.3K 0.01%
85
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295
$33K 0.01%
1,586
296
$32.9K 0.01%
346
+2
297
$32.9K 0.01%
667
298
$32.7K 0.01%
+500
299
$32.5K 0.01%
500
+450
300
$31.2K 0.01%
1,057
10 11
12
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