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
476
$596 ﹤0.01%
+12
477
$580 ﹤0.01%
460
478
$574 ﹤0.01%
200
479
$545 ﹤0.01%
3
480
$534 ﹤0.01%
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481
$505 ﹤0.01%
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482
$497 ﹤0.01%
5
483
$437 ﹤0.01%
4
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$381 ﹤0.01%
7
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$377 ﹤0.01%
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$345 ﹤0.01%
20
-29
487
$311 ﹤0.01%
1
488
$300 ﹤0.01%
11
489
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$262 ﹤0.01%
8
491
$243 ﹤0.01%
191
492
$234 ﹤0.01%
1
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$230 ﹤0.01%
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-20
494
$222 ﹤0.01%
3
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$201 ﹤0.01%
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$183 ﹤0.01%
2
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$154 ﹤0.01%
1
498
$129 ﹤0.01%
12
499
$113 ﹤0.01%
37
500
$97 ﹤0.01%
4
18 19
20
21 22