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
426
$3.74K ﹤0.01%
100
427
$3.73K ﹤0.01%
245
-250
428
$3.73K ﹤0.01%
240
429
$3.7K ﹤0.01%
31
430
$3.49K ﹤0.01%
13
431
$3.44K ﹤0.01%
154
432
$3.28K ﹤0.01%
80
433
$3.24K ﹤0.01%
17
434
$3.22K ﹤0.01%
1,170
435
$3.2K ﹤0.01%
30
436
$3.18K ﹤0.01%
140
437
$3.17K ﹤0.01%
250
438
$3.14K ﹤0.01%
270
439
$2.94K ﹤0.01%
+111
440
$2.83K ﹤0.01%
60
441
$2.7K ﹤0.01%
17
442
$2.69K ﹤0.01%
125
443
$2.24K ﹤0.01%
20
444
$2.21K ﹤0.01%
29
445
$2.13K ﹤0.01%
41
446
$2.08K ﹤0.01%
276
447
$2.08K ﹤0.01%
85
448
$2.02K ﹤0.01%
56
449
$2K ﹤0.01%
413
450
$1.94K ﹤0.01%
62
16 17
18
19 20