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
526
$1.18K ﹤0.01%
+12
527
$1.18K ﹤0.01%
+17
528
$1.18K ﹤0.01%
46
529
$1.17K ﹤0.01%
+14
530
$1.16K ﹤0.01%
+4
531
$1.13K ﹤0.01%
+10
532
$1.04K ﹤0.01%
12
533
$1.02K ﹤0.01%
94
-828
534
$1K ﹤0.01%
34
535
$994 ﹤0.01%
+15
536
$969 ﹤0.01%
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537
$961 ﹤0.01%
+4
538
$936 ﹤0.01%
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539
$922 ﹤0.01%
+23
540
$870 ﹤0.01%
+20
541
$821 ﹤0.01%
38
542
$803 ﹤0.01%
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543
$766 ﹤0.01%
2
544
$711 ﹤0.01%
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545
$707 ﹤0.01%
9
546
$649 ﹤0.01%
+16
547
$645 ﹤0.01%
16
548
$555 ﹤0.01%
13
549
$544 ﹤0.01%
8
550
$541 ﹤0.01%
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