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
451
$5.3K ﹤0.01%
50
452
$5.19K ﹤0.01%
17
-1
453
$5.02K ﹤0.01%
50
454
$4.95K ﹤0.01%
40
455
$4.6K ﹤0.01%
50
456
$4.55K ﹤0.01%
12
457
$4.53K ﹤0.01%
50
458
$4.38K ﹤0.01%
61
459
$4.33K ﹤0.01%
245
460
$4.2K ﹤0.01%
65
461
$4.19K ﹤0.01%
200
462
$4.16K ﹤0.01%
11
-4
463
$4.1K ﹤0.01%
125
464
$3.97K ﹤0.01%
26
465
$3.86K ﹤0.01%
70
466
$3.81K ﹤0.01%
11
467
$3.79K ﹤0.01%
16
468
$3.73K ﹤0.01%
118
-290
469
$3.57K ﹤0.01%
+100
470
$3.42K ﹤0.01%
49
471
$3.42K ﹤0.01%
45
-96
472
$3.3K ﹤0.01%
40
+28
473
$3.28K ﹤0.01%
33
-33
474
$3.2K ﹤0.01%
130
475
$3.11K ﹤0.01%
29
17 18
19
20 21