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
$261M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$888K
3
+$806K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$679K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$616K

Top Sells

1
+$1.51M
2
+$763K
3
+$622K
4
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$581K
5
HD icon
Home Depot
HD
+$257K

Sector Composition

1 Technology 7.46%
2 Consumer Staples 4.16%
3 Healthcare 2.55%
4 Consumer Discretionary 1.98%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$16.8K 0.01%
317
352
$16.6K 0.01%
383
-321
353
$15.7K 0.01%
224
+51
354
$15.6K 0.01%
965
-89
355
$15.6K 0.01%
+425
356
$15.5K 0.01%
574
+4
357
$15.3K 0.01%
26
358
$15.2K 0.01%
+733
359
$15.2K 0.01%
124
360
$14.9K 0.01%
550
361
$14.7K 0.01%
218
+1
362
$14.6K 0.01%
1,000
363
$14.5K 0.01%
400
364
$14.4K 0.01%
500
365
$14.4K 0.01%
157
-136
366
$14.2K 0.01%
151
+113
367
$14.1K 0.01%
150
-1,415
368
$14K 0.01%
+48
369
$14K 0.01%
207
-10
370
$13.9K 0.01%
196
371
$13.8K 0.01%
403
-161
372
$13.7K 0.01%
800
373
$13.7K 0.01%
+275
374
$13.6K 0.01%
188
375
$13.4K 0.01%
150
13 14
15
16 17