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
501
$1.85K ﹤0.01%
+10
502
$1.8K ﹤0.01%
+19
503
$1.78K ﹤0.01%
+4
504
$1.68K ﹤0.01%
144
-66
505
$1.67K ﹤0.01%
59
506
$1.67K ﹤0.01%
+160
507
$1.64K ﹤0.01%
11
508
$1.63K ﹤0.01%
100
509
$1.62K ﹤0.01%
11
510
$1.61K ﹤0.01%
7
511
$1.6K ﹤0.01%
+8
512
$1.59K ﹤0.01%
18
513
$1.59K ﹤0.01%
30
514
$1.51K ﹤0.01%
+4
515
$1.48K ﹤0.01%
+10
516
$1.44K ﹤0.01%
20
517
$1.41K ﹤0.01%
34
518
$1.38K ﹤0.01%
+22
519
$1.37K ﹤0.01%
38
+1
520
$1.36K ﹤0.01%
10
521
$1.35K ﹤0.01%
200
522
$1.33K ﹤0.01%
+4
523
$1.3K ﹤0.01%
126
524
$1.28K ﹤0.01%
20
525
$1.27K ﹤0.01%
13
-30
19 20
21
22 23