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
26
$2.1M 0.68%
56,358
27
$2.05M 0.67%
10,274
-25,962
28
$1.98M 0.65%
17,963
-2,711
29
$1.85M 0.6%
22,627
-1,736
30
$1.79M 0.59%
47,728
31
$1.76M 0.58%
16,276
+14
32
$1.74M 0.57%
3,210
-112
33
$1.58M 0.51%
28,606
-9,314
34
$1.51M 0.49%
34,465
-604
35
$1.43M 0.47%
7,246
-885
36
$1.42M 0.47%
20,100
-1,105
37
$1.36M 0.44%
1,649
+59
38
$1.32M 0.43%
3,753
-65
39
$1.24M 0.4%
34,596
+8,647
40
$1.24M 0.4%
8,459
-2,111
41
$1.2M 0.39%
3,286
+2
42
$1.16M 0.38%
34,977
+2,181
43
$957K 0.31%
3,902
+200
44
$901K 0.29%
+20,360
45
$891K 0.29%
5,160
-266
46
$889K 0.29%
7,570
-782
47
$886K 0.29%
17,210
+13,994
48
$864K 0.28%
9,270
+1,320
49
$856K 0.28%
9,224
-367
50
$840K 0.27%
2,688
+313
1
2
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