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
301
$29.3K 0.01%
1,000
302
$29.1K 0.01%
550
303
$29K 0.01%
453
+2
304
$28.7K 0.01%
1,000
-1,500
305
$28.3K 0.01%
444
306
$28.2K 0.01%
1,387
-199
307
$27.6K 0.01%
500
308
$27.6K 0.01%
500
309
$27.3K 0.01%
450
310
$27.2K 0.01%
247
311
$26.6K 0.01%
2,160
312
$26.5K 0.01%
593
-573
313
$26.3K 0.01%
250
314
$26K 0.01%
324
315
$25.3K 0.01%
400
316
$25K 0.01%
261
317
$24.5K 0.01%
300
318
$24.1K 0.01%
222
+1
319
$24K 0.01%
491
320
$23.9K 0.01%
345
+253
321
$23.5K 0.01%
113
322
$23.4K 0.01%
451
+32
323
$23.2K 0.01%
520
-39
324
$23.1K 0.01%
600
325
$23K 0.01%
1,057
11 12
13
14 15