AWM

Atticus Wealth Management Portfolio holdings

AUM $370M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$37.7K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$1.07M
3
+$930K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$544K
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$445K

Top Sells

1
+$3.81M
2
+$2.19M
3
+$1.87M
4
PAUG icon
Innovator US Equity Power Buffer ETF August
PAUG
+$980K
5
OEF icon
iShares S&P 100 ETF
OEF
+$549K

Sector Composition

1 Technology 7.77%
2 Consumer Staples 3.3%
3 Healthcare 2.02%
4 Communication Services 1.93%
5 Consumer Discretionary 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$22.5K 0.01%
356
+2
302
$22.5K 0.01%
317
303
$22.5K 0.01%
22
304
$22.1K 0.01%
465
-18
305
$21.6K 0.01%
1,299
306
$21.5K 0.01%
435
-19
307
$21.1K 0.01%
425
308
$20.7K 0.01%
+407
309
$20.2K 0.01%
381
310
$20.2K 0.01%
76
311
$20K 0.01%
200
312
$19.7K 0.01%
261
313
$19.5K 0.01%
1,104
-1,308
314
$19.4K 0.01%
500
315
$19K 0.01%
196
316
$18.9K 0.01%
104
-447
317
$18.7K 0.01%
95
318
$18.5K 0.01%
399
319
$18.5K 0.01%
1,150
320
$18.3K 0.01%
134
321
$18.2K 0.01%
1,716
-926
322
$18.1K 0.01%
23
323
$17.6K 0.01%
+1,432
324
$17.6K 0.01%
1,013
325
$17.5K 0.01%
+1,000
11 12
13
14 15