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
26
$2.08M 0.68%
57,355
27
$1.93M 0.63%
3,351
-412
28
$1.8M 0.59%
23,040
-2,546
29
$1.79M 0.59%
47,728
30
$1.58M 0.52%
12,782
+622
31
$1.57M 0.51%
8,592
-2,685
32
$1.54M 0.5%
10,557
-1,792
33
$1.45M 0.47%
1,598
-60
34
$1.44M 0.47%
33,710
-225
35
$1.3M 0.43%
18,380
-33
36
$1.18M 0.39%
3,430
-19
37
$1.02M 0.33%
26,190
38
$1.02M 0.33%
9,206
-1,564
39
$1M 0.33%
3,812
-118
40
$993K 0.32%
5,813
-531
41
$971K 0.32%
5,295
+104
42
$943K 0.31%
6,454
-1,241
43
$912K 0.3%
25,949
44
$911K 0.3%
7,144
-106
45
$908K 0.3%
9,808
-2,709
46
$870K 0.28%
5,421
-293
47
$862K 0.28%
5,225
-697
48
$726K 0.24%
21,778
49
$721K 0.24%
3,054
-347
50
$694K 0.23%
20,013
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2
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