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
$271M
AUM Growth
+$9.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.25M
3
+$1.69M
4
GLD icon
SPDR Gold Trust
GLD
+$1.16M
5
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$518K

Top Sells

1
+$6.09M
2
+$1.33M
3
+$872K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$804K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$775K

Sector Composition

1 Technology 7.87%
2 Consumer Staples 4.28%
3 Healthcare 2.54%
4 Consumer Discretionary 2.16%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$13.2K ﹤0.01%
408
-3,547
377
$12.9K ﹤0.01%
130
-2
378
$12.9K ﹤0.01%
800
379
$12.8K ﹤0.01%
30
+4
380
$12.8K ﹤0.01%
150
381
$12.7K ﹤0.01%
537
-315
382
$12.7K ﹤0.01%
150
383
$12.6K ﹤0.01%
85
384
$12.4K ﹤0.01%
+221
385
$12.3K ﹤0.01%
147
386
$12K ﹤0.01%
127
387
$11.9K ﹤0.01%
7,040
388
$11.6K ﹤0.01%
66
-69
389
$11.5K ﹤0.01%
95
+12
390
$11.1K ﹤0.01%
141
391
$11K ﹤0.01%
189
392
$10.9K ﹤0.01%
+25
393
$10.9K ﹤0.01%
1,361
394
$10.5K ﹤0.01%
94
395
$10.5K ﹤0.01%
176
396
$10.4K ﹤0.01%
840
397
$10.2K ﹤0.01%
1,000
398
$10.1K ﹤0.01%
146
+1
399
$10.1K ﹤0.01%
38
400
$10K ﹤0.01%
100
14 15
16
17 18