AWM

Atticus Wealth Management Portfolio holdings

AUM $370M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$37.7K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Sells

1 +$3.81M
2 +$2.19M
3 +$1.87M
4
PAUG icon
Innovator US Equity Power Buffer ETF August
PAUG
+$980K
5
OEF icon
iShares S&P 100 ETF
OEF
+$549K

Sector Composition

1 Technology 7.77%
2 Consumer Staples 3.3%
3 Healthcare 2.02%
4 Communication Services 1.93%
5 Consumer Discretionary 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$4.74K ﹤0.01%
+100
427
$4.7K ﹤0.01%
31
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428
$4.53K ﹤0.01%
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431
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432
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+31
434
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270
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435
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436
$4K ﹤0.01%
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81
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1,425
444
$3.48K ﹤0.01%
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$3.38K ﹤0.01%
+100
446
$3.31K ﹤0.01%
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447
$2.75K ﹤0.01%
11
448
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449
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42
450
$2.69K ﹤0.01%
94
+33