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
451
$1.93K ﹤0.01%
11
452
$1.92K ﹤0.01%
80
453
$1.85K ﹤0.01%
86
+1
454
$1.8K ﹤0.01%
20
455
$1.67K ﹤0.01%
138
456
$1.58K ﹤0.01%
75
457
$1.55K ﹤0.01%
1,000
458
$1.55K ﹤0.01%
46
459
$1.43K ﹤0.01%
15
460
$1.43K ﹤0.01%
100
461
$1.35K ﹤0.01%
80
462
$1.27K ﹤0.01%
6
463
$1.27K ﹤0.01%
12
464
$1.1K ﹤0.01%
24
465
$1K ﹤0.01%
11
466
$953 ﹤0.01%
445
467
$914 ﹤0.01%
105
468
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272
469
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20
470
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69
471
$696 ﹤0.01%
14
472
$694 ﹤0.01%
115
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473
$664 ﹤0.01%
245
474
$663 ﹤0.01%
17
-493
475
$600 ﹤0.01%
23
+3
17 18
19
20 21