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
501
$670 ﹤0.01%
4
502
$659 ﹤0.01%
2
503
$558 ﹤0.01%
4
504
$545 ﹤0.01%
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505
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506
$475 ﹤0.01%
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507
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508
$428 ﹤0.01%
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509
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510
$316 ﹤0.01%
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511
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-1
512
$295 ﹤0.01%
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513
$281 ﹤0.01%
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10
-64
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$224 ﹤0.01%
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$209 ﹤0.01%
1
-1
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$178 ﹤0.01%
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13
+12
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$104 ﹤0.01%
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4
-166
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$94 ﹤0.01%
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525
$89 ﹤0.01%
28
-182
19 20
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22 23