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
$261M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$1.33M
2
+$888K
3
+$806K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$679K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$616K

Top Sells

1
+$1.51M
2
+$763K
3
+$622K
4
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$581K
5
HD icon
Home Depot
HD
+$257K

Sector Composition

1 Technology 7.46%
2 Consumer Staples 4.16%
3 Healthcare 2.55%
4 Consumer Discretionary 1.98%
5 Communication Services 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$13.3K 0.01%
150
377
$13.2K 0.01%
+421
378
$13.2K 0.01%
227
379
$13.2K 0.01%
+190
380
$13.2K 0.01%
230
381
$13.2K 0.01%
399
382
$13K 0.01%
30
383
$13K 0.01%
150
-100
384
$12.9K ﹤0.01%
23
-1
385
$12.4K ﹤0.01%
750
386
$12.1K ﹤0.01%
537
387
$11.9K ﹤0.01%
130
388
$11.8K ﹤0.01%
221
389
$11.7K ﹤0.01%
+475
390
$11.6K ﹤0.01%
+347
391
$11.6K ﹤0.01%
1,299
+1,000
392
$11.5K ﹤0.01%
147
393
$11.5K ﹤0.01%
25
394
$11.4K ﹤0.01%
+104
395
$11.3K ﹤0.01%
+137
396
$11K ﹤0.01%
85
397
$10.9K ﹤0.01%
127
398
$10.8K ﹤0.01%
1,415
399
$10.6K ﹤0.01%
+102
400
$10.4K ﹤0.01%
760
14 15
16
17 18