AWM
Atticus Wealth Management Portfolio holdings
AUM
$370M
1-Year Return
13.35%
This Quarter Return
+7.26%
1 Year Return
+13.35%
3 Year Return
+51.11%
5 Year Return
+85.6%
10 Year Return
–
AUM
$306M
AUM Growth
+$22.4M
(+7.9%)
Cap. Flow
+$3.33M
Cap. Flow
% of AUM
1.09%
Top 10 Holdings %
Top 10 Hldgs %
58.13%
Holding
588
New
26
Increased
103
Reduced
148
Closed
39
Top Buys
| 1 |
iShares Russell 1000 Growth ETF
IWF
|
+$7.57M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$3.42M |
| 3 |
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
|
+$3.21M |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$652K |
| 5 |
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
|
+$599K |
Top Sells
| 1 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$6.79M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
+$1.26M |
| 3 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$806K |
| 4 |
Apple
AAPL
|
+$715K |
| 5 |
American Express
AXP
|
+$569K |
Sector Composition
| 1 | Technology | 7.09% |
| 2 | Consumer Staples | 3.88% |
| 3 | Healthcare | 2.24% |
| 4 | Consumer Discretionary | 2.01% |
| 5 | Communication Services | 1.77% |
