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
26
$1.8M 0.69%
3,195
+101
27
$1.79M 0.69%
10,442
+558
28
$1.72M 0.66%
13,551
-117
29
$1.29M 0.49%
39,047
30
$1.29M 0.49%
8,266
-105
31
$1.27M 0.48%
41,726
32
$1.2M 0.46%
3,971
-850
33
$1.18M 0.45%
20,651
-649
34
$1.13M 0.43%
12,369
-124
35
$1.05M 0.4%
8,264
+102
36
$1.03M 0.39%
8,922
-234
37
$995K 0.38%
30,750
38
$989K 0.38%
1,842
39
$984K 0.38%
25,918
+685
40
$959K 0.37%
6,574
-1,061
41
$896K 0.34%
13,101
+2,462
42
$888K 0.34%
+26,350
43
$872K 0.33%
3,793
+21
44
$826K 0.32%
5,829
+524
45
$814K 0.31%
5,898
+2
46
$806K 0.31%
+25,973
47
$806K 0.31%
3,060
+27
48
$781K 0.3%
5,237
+6
49
$760K 0.29%
24,967
50
$750K 0.29%
2,820
1
2
3 4 5