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
476
$2.65K ﹤0.01%
7
477
$2.6K ﹤0.01%
62
478
$2.58K ﹤0.01%
73
479
$2.57K ﹤0.01%
+2
480
$2.5K ﹤0.01%
+25
481
$2.49K ﹤0.01%
+1
482
$2.42K ﹤0.01%
+7
483
$2.4K ﹤0.01%
61
484
$2.39K ﹤0.01%
41
485
$2.37K ﹤0.01%
+12
486
$2.36K ﹤0.01%
1,170
487
$2.33K ﹤0.01%
+25
488
$2.32K ﹤0.01%
+34
489
$2.23K ﹤0.01%
9
490
$2.2K ﹤0.01%
30
491
$2.19K ﹤0.01%
+38
492
$2.19K ﹤0.01%
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493
$2.06K ﹤0.01%
6
494
$2.05K ﹤0.01%
19
495
$1.98K ﹤0.01%
+41
496
$1.97K ﹤0.01%
166
497
$1.97K ﹤0.01%
18
498
$1.95K ﹤0.01%
+6
499
$1.89K ﹤0.01%
+82
500
$1.86K ﹤0.01%
+23
18 19
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