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
326
$17.3K 0.01%
505
327
$17.3K 0.01%
600
328
$17.3K 0.01%
220
329
$16.9K 0.01%
177
330
$16.8K 0.01%
227
331
$16.8K 0.01%
377
-578
332
$16.7K 0.01%
+56
333
$16.6K 0.01%
1,023
-2,737
334
$16.6K 0.01%
188
335
$16.5K 0.01%
197
-63
336
$16.5K 0.01%
150
337
$16.2K 0.01%
226
+1
338
$15.4K 0.01%
400
339
$15K ﹤0.01%
220
+1
340
$14.9K ﹤0.01%
800
341
$14.8K ﹤0.01%
304
-38
342
$14.8K ﹤0.01%
250
-1
343
$14.8K ﹤0.01%
66
-9
344
$14.7K ﹤0.01%
50
345
$14.1K ﹤0.01%
330
346
$14K ﹤0.01%
133
347
$13.9K ﹤0.01%
237
+40
348
$13.8K ﹤0.01%
217
+1
349
$13.7K ﹤0.01%
169
-59
350
$13.5K ﹤0.01%
124
12 13
14
15 16