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 Buys

1
+$1.33M
2
+$888K
3
+$806K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$679K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$616K

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
426
$8.23K ﹤0.01%
210
-223
427
$8.19K ﹤0.01%
133
428
$8.1K ﹤0.01%
45
429
$7.95K ﹤0.01%
+278
430
$7.79K ﹤0.01%
211
+39
431
$7.68K ﹤0.01%
98
432
$7.54K ﹤0.01%
250
433
$7.35K ﹤0.01%
32
434
$7.26K ﹤0.01%
250
435
$7.23K ﹤0.01%
70
436
$7.14K ﹤0.01%
158
+1
437
$7.06K ﹤0.01%
80
+1
438
$6.8K ﹤0.01%
40
439
$6.65K ﹤0.01%
29
-229
440
$6.61K ﹤0.01%
19
441
$6.37K ﹤0.01%
120
442
$6.29K ﹤0.01%
100
-13
443
$6.2K ﹤0.01%
500
444
$6K ﹤0.01%
43
445
$5.96K ﹤0.01%
1
446
$5.82K ﹤0.01%
103
447
$5.73K ﹤0.01%
+1,020
448
$5.73K ﹤0.01%
200
449
$5.34K ﹤0.01%
37
450
$5.33K ﹤0.01%
25
16 17
18
19 20