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
426
$6.71K ﹤0.01%
92
-696
427
$6.69K ﹤0.01%
19
428
$6.67K ﹤0.01%
172
+27
429
$6.66K ﹤0.01%
400
-180
430
$6.63K ﹤0.01%
32
431
$6.39K ﹤0.01%
113
-7
432
$6.37K ﹤0.01%
18
-7
433
$6.35K ﹤0.01%
+1
434
$6.35K ﹤0.01%
+43
435
$6.19K ﹤0.01%
37
+3
436
$6.08K ﹤0.01%
42
-14
437
$6.08K ﹤0.01%
103
438
$5.93K ﹤0.01%
30
439
$5.82K ﹤0.01%
50
440
$5.76K ﹤0.01%
200
441
$5.75K ﹤0.01%
15
+11
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$5.71K ﹤0.01%
40
-64
443
$5.7K ﹤0.01%
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444
$5.66K ﹤0.01%
102
+1
445
$5.57K ﹤0.01%
50
446
$5.5K ﹤0.01%
65
447
$5.47K ﹤0.01%
115
448
$5.03K ﹤0.01%
25
449
$4.95K ﹤0.01%
245
450
$4.84K ﹤0.01%
50
16 17
18
19 20