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
476
$3.08K ﹤0.01%
1
477
$2.94K ﹤0.01%
100
+95
478
$2.91K ﹤0.01%
64
479
$2.91K ﹤0.01%
153
-10
480
$2.78K ﹤0.01%
17
481
$2.77K ﹤0.01%
1,170
482
$2.76K ﹤0.01%
2
483
$2.61K ﹤0.01%
24
484
$2.58K ﹤0.01%
146
+2
485
$2.54K ﹤0.01%
1
486
$2.53K ﹤0.01%
73
487
$2.51K ﹤0.01%
7
488
$2.5K ﹤0.01%
38
489
$2.43K ﹤0.01%
62
490
$2.38K ﹤0.01%
9
491
$2.33K ﹤0.01%
12
492
$2.31K ﹤0.01%
34
493
$2.3K ﹤0.01%
38
494
$2.29K ﹤0.01%
62
-53
495
$2.27K ﹤0.01%
7
496
$2.25K ﹤0.01%
460
497
$2.09K ﹤0.01%
225
+65
498
$2.08K ﹤0.01%
61
499
$2.05K ﹤0.01%
10
500
$2.04K ﹤0.01%
41
18 19
20
21 22