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
476
$1.46K ﹤0.01%
80
477
$1.42K ﹤0.01%
445
478
$1.4K ﹤0.01%
20
479
$1.36K ﹤0.01%
25
480
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12
481
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483
$1.19K ﹤0.01%
445
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$1.16K ﹤0.01%
3
-125
485
$1.15K ﹤0.01%
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486
$1.11K ﹤0.01%
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487
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4
488
$1.06K ﹤0.01%
15
-120
489
$1.02K ﹤0.01%
125
-2
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$1.02K ﹤0.01%
8
491
$996 ﹤0.01%
+200
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$968 ﹤0.01%
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494
$789 ﹤0.01%
16
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$782 ﹤0.01%
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496
$736 ﹤0.01%
9
-540
497
$722 ﹤0.01%
25
-259
498
$691 ﹤0.01%
9
-68
499
$688 ﹤0.01%
17
-17
500
$680 ﹤0.01%
7
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