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
401
$7.63K ﹤0.01%
250
402
$7.33K ﹤0.01%
174
403
$7.3K ﹤0.01%
189
404
$6.92K ﹤0.01%
200
405
$6.86K ﹤0.01%
78
406
$6.49K ﹤0.01%
521
407
$5.9K ﹤0.01%
40
408
$5.65K ﹤0.01%
200
409
$5.51K ﹤0.01%
12
410
$5.21K ﹤0.01%
50
411
$5.12K ﹤0.01%
437
412
$5.07K ﹤0.01%
200
413
$5.06K ﹤0.01%
61
414
$4.89K ﹤0.01%
50
415
$4.84K ﹤0.01%
700
416
$4.52K ﹤0.01%
16
417
$4.5K ﹤0.01%
427
+3
418
$4.48K ﹤0.01%
25
419
$4.41K ﹤0.01%
96
+47
420
$4.18K ﹤0.01%
66
421
$4.13K ﹤0.01%
50
422
$3.94K ﹤0.01%
1,000
423
$3.85K ﹤0.01%
14
424
$3.83K ﹤0.01%
105
425
$3.8K ﹤0.01%
26
15 16
17
18 19