AWM

Atticus Wealth Management Portfolio holdings

AUM $370M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
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
376
$10.7K ﹤0.01%
+250
377
$10.4K ﹤0.01%
267
378
$10.4K ﹤0.01%
+239
379
$10.4K ﹤0.01%
100
380
$10.3K ﹤0.01%
78
381
$10.3K ﹤0.01%
75
382
$10.3K ﹤0.01%
840
383
$10.1K ﹤0.01%
18
384
$10.1K ﹤0.01%
45
385
$10K ﹤0.01%
250
386
$9.98K ﹤0.01%
+1,799
387
$9.98K ﹤0.01%
+860
388
$9.95K ﹤0.01%
250
389
$9.58K ﹤0.01%
+903
390
$9.38K ﹤0.01%
328
391
$9.34K ﹤0.01%
20
-32
392
$9.29K ﹤0.01%
66
393
$9.15K ﹤0.01%
190
-200
394
$8.91K ﹤0.01%
19
395
$8.9K ﹤0.01%
95
+1
396
$8.68K ﹤0.01%
+1,854
397
$8.36K ﹤0.01%
189
398
$8.18K ﹤0.01%
50
-696
399
$8.16K ﹤0.01%
174
400
$7.89K ﹤0.01%
86
-126
14 15
16
17 18