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 Buys

1
+$4.31M
2
+$1.07M
3
+$930K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$544K
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$445K

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
451
$2.67K ﹤0.01%
1,000
452
$2.46K ﹤0.01%
41
453
$2.34K ﹤0.01%
30
-5
454
$2.32K ﹤0.01%
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455
$2.25K ﹤0.01%
+20
456
$2.19K ﹤0.01%
97
-211
457
$2.16K ﹤0.01%
200
458
$2.16K ﹤0.01%
52
-176
459
$2.11K ﹤0.01%
10
460
$2.03K ﹤0.01%
35
461
$2.01K ﹤0.01%
144
462
$1.98K ﹤0.01%
+46
463
$1.91K ﹤0.01%
7
464
$1.9K ﹤0.01%
95
-53
465
$1.88K ﹤0.01%
62
466
$1.71K ﹤0.01%
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$1.7K ﹤0.01%
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468
$1.65K ﹤0.01%
4
469
$1.6K ﹤0.01%
89
+1
470
$1.56K ﹤0.01%
11
471
$1.53K ﹤0.01%
+29
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$1.53K ﹤0.01%
24
473
$1.5K ﹤0.01%
106
474
$1.48K ﹤0.01%
100
475
$1.46K ﹤0.01%
10
17 18
19
20 21