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
451
$4.78K ﹤0.01%
61
452
$4.73K ﹤0.01%
16
453
$4.68K ﹤0.01%
245
454
$4.58K ﹤0.01%
26
-70
455
$4.56K ﹤0.01%
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456
$4.52K ﹤0.01%
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457
$4.3K ﹤0.01%
460
458
$4.27K ﹤0.01%
125
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459
$4.04K ﹤0.01%
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460
$3.86K ﹤0.01%
+94
461
$3.79K ﹤0.01%
38
-50
462
$3.56K ﹤0.01%
49
463
$3.54K ﹤0.01%
299
464
$3.5K ﹤0.01%
12
465
$3.48K ﹤0.01%
70
466
$3.4K ﹤0.01%
130
467
$3.23K ﹤0.01%
100
468
$2.93K ﹤0.01%
163
-185
469
$2.91K ﹤0.01%
+38
470
$2.85K ﹤0.01%
+29
471
$2.85K ﹤0.01%
+17
472
$2.82K ﹤0.01%
144
+1
473
$2.81K ﹤0.01%
24
474
$2.78K ﹤0.01%
64
475
$2.7K ﹤0.01%
+1
17 18
19
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