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
301
$24.9K 0.01%
195
302
$24.8K 0.01%
220
-50
303
$24.1K 0.01%
220
304
$23.6K 0.01%
400
305
$23.2K 0.01%
319
-1,910
306
$23.1K 0.01%
+100
307
$23K 0.01%
387
308
$22.9K 0.01%
210
309
$22.8K 0.01%
425
310
$22.4K 0.01%
415
-115
311
$22K 0.01%
200
312
$21.8K 0.01%
90
313
$21.8K 0.01%
364
+3
314
$21.5K 0.01%
259
-303
315
$21.3K 0.01%
384
316
$21.2K 0.01%
217
317
$21.1K 0.01%
2,642
+50
318
$19.8K 0.01%
150
319
$19.8K 0.01%
160
320
$19.5K 0.01%
384
-59
321
$19.4K 0.01%
500
322
$19.1K 0.01%
130
323
$19K 0.01%
100
-85
324
$18.3K 0.01%
1,454
325
$18.3K 0.01%
115
11 12
13
14 15