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
376
$10.6K ﹤0.01%
50
377
$10.3K ﹤0.01%
7,425
378
$10.2K ﹤0.01%
136
379
$10.1K ﹤0.01%
134
-44
380
$10.1K ﹤0.01%
457
-600
381
$9.8K ﹤0.01%
903
382
$9.73K ﹤0.01%
840
383
$9.68K ﹤0.01%
1,799
384
$9.65K ﹤0.01%
837
385
$9.59K ﹤0.01%
75
386
$9.07K ﹤0.01%
358
-100
387
$9.01K ﹤0.01%
120
388
$8.94K ﹤0.01%
20
389
$8.9K ﹤0.01%
60
390
$8.75K ﹤0.01%
80
391
$8.63K ﹤0.01%
139
-350
392
$8.62K ﹤0.01%
1,854
393
$8.27K ﹤0.01%
90
394
$8.19K ﹤0.01%
+175
395
$8.1K ﹤0.01%
267
396
$8.09K ﹤0.01%
90
397
$7.94K ﹤0.01%
30
398
$7.73K ﹤0.01%
50
399
$7.71K ﹤0.01%
294
400
$7.65K ﹤0.01%
591
14 15
16
17 18