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
351
$17.6K 0.01%
+1,054
352
$17K 0.01%
301
353
$16.6K 0.01%
390
354
$16.3K 0.01%
750
355
$16.2K 0.01%
500
356
$16.1K 0.01%
227
357
$15.7K 0.01%
95
358
$15.7K 0.01%
317
359
$15.7K 0.01%
614
-540
360
$15.5K 0.01%
217
+28
361
$15.4K 0.01%
399
-1,145
362
$15.3K 0.01%
160
363
$15.1K 0.01%
196
364
$14.7K 0.01%
1,415
365
$14.4K 0.01%
1,425
366
$14.3K 0.01%
760
367
$14.3K 0.01%
230
368
$14.3K 0.01%
400
369
$14.2K 0.01%
217
+1
370
$14.1K 0.01%
188
371
$13.9K 0.01%
173
372
$13.9K 0.01%
550
373
$13.5K 0.01%
24
-21
374
$13.4K ﹤0.01%
750
375
$13.2K ﹤0.01%
78
13 14
15
16 17