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 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
401
$10.3K ﹤0.01%
147
+1
402
$9.95K ﹤0.01%
840
403
$9.95K ﹤0.01%
50
404
$9.9K ﹤0.01%
95
405
$9.86K ﹤0.01%
94
406
$9.73K ﹤0.01%
48
-136
407
$9.71K ﹤0.01%
400
408
$9.69K ﹤0.01%
38
409
$9.68K ﹤0.01%
1,000
410
$9.53K ﹤0.01%
176
411
$9.39K ﹤0.01%
345
412
$9.21K ﹤0.01%
76
+1
413
$9.17K ﹤0.01%
75
414
$9.16K ﹤0.01%
100
415
$9.11K ﹤0.01%
1,361
416
$9.03K ﹤0.01%
267
417
$8.87K ﹤0.01%
436
418
$8.72K ﹤0.01%
1,425
419
$8.72K ﹤0.01%
18
420
$8.69K ﹤0.01%
211
+2
421
$8.66K ﹤0.01%
189
422
$8.43K ﹤0.01%
473
423
$8.4K ﹤0.01%
200
424
$8.25K ﹤0.01%
66
425
$8.25K ﹤0.01%
78