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
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.7M
3
+$6.03M
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$5.22M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.43M

Top Sells

1
+$14.2M
2
+$6.42M
3
+$5.18M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.09M
5
CSHI icon
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
+$1.21M

Sector Composition

1 Technology 7.48%
2 Consumer Staples 3.53%
3 Financials 1.97%
4 Consumer Discretionary 1.9%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$14.6K ﹤0.01%
22
352
$14.6K ﹤0.01%
357
+3
353
$14.2K ﹤0.01%
120
354
$13.7K ﹤0.01%
220
355
$13.3K ﹤0.01%
38
356
$13.1K ﹤0.01%
200
357
$13K ﹤0.01%
127
358
$13K ﹤0.01%
600
-400
359
$12.2K ﹤0.01%
270
-3,001
360
$12.2K ﹤0.01%
1,453
-3,890
361
$11.6K ﹤0.01%
81
+2
362
$11.6K ﹤0.01%
414
363
$11.5K ﹤0.01%
190
364
$11.4K ﹤0.01%
1,000
365
$11.3K ﹤0.01%
1,299
366
$11.2K ﹤0.01%
780
367
$11.2K ﹤0.01%
334
+2
368
$11.1K ﹤0.01%
40
369
$11.1K ﹤0.01%
250
370
$11K ﹤0.01%
100
371
$10.9K ﹤0.01%
250
372
$10.9K ﹤0.01%
320
-250
373
$10.8K ﹤0.01%
176
374
$10.7K ﹤0.01%
35
375
$10.6K ﹤0.01%
18
13 14
15
16 17