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
326
$22K 0.01%
816
327
$22K 0.01%
244
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$21.9K 0.01%
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$21.8K 0.01%
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250
332
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311
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$20.6K 0.01%
570
334
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227
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335
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+1,000
336
$20.2K 0.01%
178
337
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338
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339
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300
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$19.5K 0.01%
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341
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300
342
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347
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348
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124
349
$17.9K 0.01%
433
-5,053
350
$17.9K 0.01%
20
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