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
401
$10K ﹤0.01%
267
402
$9.76K ﹤0.01%
50
403
$9.6K ﹤0.01%
209
+3
404
$9.52K ﹤0.01%
+75
405
$9.43K ﹤0.01%
123
-54
406
$9.42K ﹤0.01%
+46
407
$9.2K ﹤0.01%
345
408
$9.11K ﹤0.01%
436
409
$8.92K ﹤0.01%
40
410
$8.82K ﹤0.01%
473
411
$8.66K ﹤0.01%
45
412
$8.65K ﹤0.01%
18
413
$8.63K ﹤0.01%
98
-83
414
$8.58K ﹤0.01%
75
-4
415
$8.51K ﹤0.01%
70
416
$8.49K ﹤0.01%
200
417
$8.48K ﹤0.01%
250
418
$7.99K ﹤0.01%
250
419
$7.93K ﹤0.01%
+500
420
$7.65K ﹤0.01%
66
421
$7.45K ﹤0.01%
133
422
$7.35K ﹤0.01%
79
+1
423
$7.13K ﹤0.01%
157
424
$7.05K ﹤0.01%
120
425
$6.74K ﹤0.01%
500
15 16
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