AWM
Atticus Wealth Management Portfolio holdings
AUM
$370M
1-Year Return
13.35%
This Quarter Return
-3.53%
1 Year Return
+13.35%
3 Year Return
+51.11%
5 Year Return
+85.6%
10 Year Return
–
AUM
$261M
AUM Growth
-$10.4M
(-3.8%)
Cap. Flow
-$29.6K
Cap. Flow
% of AUM
-0.01%
Top 10 Holdings %
Top 10 Hldgs %
54.77%
Holding
624
New
38
Increased
112
Reduced
135
Closed
36
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.33M |
| 2 |
Innovator US Equity Power Buffer ETF July
PJUL
|
+$888K |
| 3 |
Innovator US Equity Power Buffer ETF August
PAUG
|
+$806K |
| 4 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$679K |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
+$616K |
Top Sells
| 1 |
Innovator Growth Accelerated Plus ETF January
QTJA
|
+$1.51M |
| 2 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$763K |
| 3 |
Innovator US Equity Power Buffer ETF October
POCT
|
+$622K |
| 4 |
Innovator US Equity Power Buffer ETF May
PMAY
|
+$581K |
| 5 |
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% |
