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
26
$1.87M 0.69%
15,621
-545
27
$1.78M 0.66%
13,668
-413
28
$1.76M 0.65%
9,884
+6,521
29
$1.67M 0.61%
3,094
+17
30
$1.58M 0.58%
21,300
+76
31
$1.5M 0.55%
4,821
+3
32
$1.39M 0.51%
8,371
-145
33
$1.32M 0.49%
39,047
34
$1.28M 0.47%
41,726
35
$1.21M 0.44%
12,493
-61
36
$1.16M 0.43%
7,635
-69
37
$1.12M 0.41%
9,156
+36
38
$1.02M 0.38%
30,750
-26,207
39
$998K 0.37%
25,233
+1,408
40
$921K 0.34%
8,162
41
$905K 0.33%
3,033
-152
42
$896K 0.33%
26,781
43
$896K 0.33%
3,772
+10
44
$864K 0.32%
1,842
+32
45
$838K 0.31%
5,896
+3,103
46
$794K 0.29%
5,305
-1,939
47
$780K 0.29%
4,715
-149
48
$780K 0.29%
23,130
-10,604
49
$776K 0.29%
2,820
50
$769K 0.28%
24,967
1
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