AWM
Atticus Wealth Management Portfolio holdings
AUM
$370M
1-Year Return
13.35%
This Quarter Return
+3.46%
1 Year Return
+13.35%
3 Year Return
+51.11%
5 Year Return
+85.6%
10 Year Return
–
AUM
$306M
AUM Growth
+$37.7K
(+0.01%)
Cap. Flow
-$9.28M
Cap. Flow
% of AUM
-3.04%
Top 10 Holdings %
Top 10 Hldgs %
60.31%
Holding
578
New
29
Increased
80
Reduced
166
Closed
44
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$3.81M |
| 2 |
Coca-Cola
KO
|
$2.19M |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$1.87M |
| 4 |
Innovator US Equity Power Buffer ETF August
PAUG
|
$980K |
| 5 |
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% |
