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
+$37.7K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$1.07M
3
+$930K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$544K
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$445K

Top Sells

1
+$3.81M
2
+$2.19M
3
+$1.87M
4
PAUG icon
Innovator US Equity Power Buffer ETF August
PAUG
+$980K
5
OEF icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$13.5K ﹤0.01%
200
352
$13.3K ﹤0.01%
1,000
353
$13.3K ﹤0.01%
320
+65
354
$12.9K ﹤0.01%
178
-303
355
$12.9K ﹤0.01%
227
356
$12.8K ﹤0.01%
+780
357
$12.6K ﹤0.01%
451
-893
358
$12.6K ﹤0.01%
123
-24
359
$12.3K ﹤0.01%
176
360
$12.3K ﹤0.01%
230
361
$12.1K ﹤0.01%
47
+11
362
$12K ﹤0.01%
79
+1
363
$11.9K ﹤0.01%
738
364
$11.8K ﹤0.01%
414
365
$11.7K ﹤0.01%
133
366
$11.6K ﹤0.01%
436
367
$11.3K ﹤0.01%
38
368
$11.2K ﹤0.01%
30
369
$11.2K ﹤0.01%
127
370
$11.1K ﹤0.01%
358
-99
371
$10.9K ﹤0.01%
520
372
$10.8K ﹤0.01%
94
373
$10.8K ﹤0.01%
150
374
$10.8K ﹤0.01%
281
375
$10.7K ﹤0.01%
85
13 14
15
16 17