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
276
$38.4K 0.01%
+831
277
$38K 0.01%
1,322
-1,268
278
$37.8K 0.01%
500
279
$37.5K 0.01%
77
280
$36.6K 0.01%
180
+150
281
$36.3K 0.01%
1,516
282
$35.9K 0.01%
1,560
-80
283
$35.6K 0.01%
609
-4
284
$35.5K 0.01%
719
285
$34.8K 0.01%
85
-1
286
$34.7K 0.01%
860
+17
287
$33.8K 0.01%
420
288
$33.7K 0.01%
420
-157
289
$33.6K 0.01%
455
290
$33.5K 0.01%
580
291
$32.6K 0.01%
606
+7
292
$32.1K 0.01%
85
293
$31.7K 0.01%
667
294
$31.4K 0.01%
311
-300
295
$30.9K 0.01%
346
296
$29.9K 0.01%
270
-7
297
$29.8K 0.01%
900
298
$29.8K 0.01%
+587
299
$29.4K 0.01%
577
-777
300
$29.3K 0.01%
800
-50
10 11
12
13 14