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
301
$31.1K 0.01%
704
302
$31K 0.01%
599
-12
303
$29.2K 0.01%
600
304
$29.1K 0.01%
444
305
$28.8K 0.01%
324
306
$28.8K 0.01%
261
-34
307
$28.7K 0.01%
450
+165
308
$28.4K 0.01%
550
309
$28.3K 0.01%
261
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310
$28.3K 0.01%
293
-3,415
311
$27.9K 0.01%
247
312
$27.8K 0.01%
400
313
$27.6K 0.01%
900
314
$26.9K 0.01%
221
315
$26.6K 0.01%
+250
316
$26.3K 0.01%
+1,000
317
$26.1K 0.01%
2,515
318
$25.6K 0.01%
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$25.2K 0.01%
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320
$24K 0.01%
559
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321
$24K 0.01%
355
322
$23.5K 0.01%
400
323
$23K 0.01%
+316
324
$22.9K 0.01%
204
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325
$22.8K 0.01%
419
+189
11 12
13
14 15