AWM

Atticus Wealth Management Portfolio holdings

AUM $405M
1-Year Est. Return 16.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.99%
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
+$7.56M
2
+$7.32M
3
+$6.42M
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$5.18M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$3.61M

Top Sells

1
+$14M
2
+$6.52M
3
+$5.63M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.42M
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
501
$85 ﹤0.01%
1
502
$56 ﹤0.01%
26
503
$43 ﹤0.01%
1
-241
504
$18 ﹤0.01%
28
505
$15 ﹤0.01%
1
506
$11 ﹤0.01%
2
507
$9 ﹤0.01%
1
508
– –
0
509
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0
510
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0
511
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0
512
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0
513
– –
-7
514
– –
-416
515
– –
-400
516
– –
-200
517
– –
-89
518
– –
-600
519
– –
-28
520
– –
-72
521
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-100
522
– –
-100
523
– –
-1
524
– –
-47,650
525
– –
-250
18 19 20
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