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
276
$32.4K 0.01%
650
277
$31.8K 0.01%
2,964
278
$31.4K 0.01%
320
279
$30.6K 0.01%
317
280
$30.6K 0.01%
704
-5,849
281
$30.1K 0.01%
300
282
$30K 0.01%
517
-3,586
283
$29.9K 0.01%
595
-874
284
$29.8K 0.01%
816
285
$28.9K 0.01%
674
+4
286
$28.8K 0.01%
550
287
$28.1K 0.01%
491
288
$28K 0.01%
343
-5
289
$27.7K 0.01%
20
290
$27.3K 0.01%
47,804
+42
291
$27.1K 0.01%
2,160
292
$27K 0.01%
221
-500
293
$26.9K 0.01%
258
294
$26.9K 0.01%
100
295
$26.9K 0.01%
5,204
-4,205
296
$26.5K 0.01%
76
297
$26.3K 0.01%
50
298
$25.8K 0.01%
220
299
$25.4K 0.01%
1,125
+12
300
$25.2K 0.01%
219
-6
10 11
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