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
501
$2.01K ﹤0.01%
6
502
$2.01K ﹤0.01%
30
503
$1.94K ﹤0.01%
+30
504
$1.93K ﹤0.01%
41
505
$1.9K ﹤0.01%
82
506
$1.87K ﹤0.01%
+100
507
$1.84K ﹤0.01%
11
508
$1.8K ﹤0.01%
18
509
$1.78K ﹤0.01%
4
510
$1.77K ﹤0.01%
19
511
$1.74K ﹤0.01%
38
512
$1.67K ﹤0.01%
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513
$1.61K ﹤0.01%
+80
514
$1.6K ﹤0.01%
34
515
$1.6K ﹤0.01%
20
516
$1.58K ﹤0.01%
6
-6
517
$1.57K ﹤0.01%
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518
$1.55K ﹤0.01%
22
-101
519
$1.55K ﹤0.01%
30
520
$1.54K ﹤0.01%
4
521
$1.52K ﹤0.01%
18
522
$1.5K ﹤0.01%
7
523
$1.44K ﹤0.01%
10
524
$1.35K ﹤0.01%
38
525
$1.32K ﹤0.01%
4
19 20
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