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
326
$18.2K 0.01%
1,000
327
$18K 0.01%
509
-1
328
$18K 0.01%
1,080
329
$17.8K 0.01%
190
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$17.6K 0.01%
120
331
$17.6K 0.01%
188
332
$17.6K 0.01%
300
-600
333
$17.4K 0.01%
1,432
334
$17.1K 0.01%
223
+1
335
$17.1K 0.01%
140
336
$16.8K 0.01%
153
-349
337
$16.6K 0.01%
301
338
$16.1K 0.01%
253
339
$16K 0.01%
227
+1
340
$15.9K 0.01%
186
-5
341
$15.8K 0.01%
223
+2
342
$15.8K 0.01%
260
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$15.8K 0.01%
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344
$15.7K 0.01%
320
345
$15.7K 0.01%
188
346
$15.6K 0.01%
220
347
$15.4K 0.01%
133
348
$15.3K 0.01%
100
349
$14.9K ﹤0.01%
229
+50
350
$14.6K ﹤0.01%
800
12 13
14
15 16