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
526
$1.29K ﹤0.01%
100
527
$1.26K ﹤0.01%
13
528
$1.25K ﹤0.01%
10
529
$1.24K ﹤0.01%
+25
530
$1.2K ﹤0.01%
127
+1
531
$1.2K ﹤0.01%
11
532
$1.1K ﹤0.01%
+10
533
$1.1K ﹤0.01%
46
534
$1.08K ﹤0.01%
200
535
$1.05K ﹤0.01%
15
-5
536
$1.04K ﹤0.01%
17
537
$1.03K ﹤0.01%
4
538
$977 ﹤0.01%
20
539
$969 ﹤0.01%
4
540
$966 ﹤0.01%
15
541
$925 ﹤0.01%
100
-66
542
$904 ﹤0.01%
34
543
$885 ﹤0.01%
+53
544
$883 ﹤0.01%
10
545
$802 ﹤0.01%
+50
546
$751 ﹤0.01%
2
547
$736 ﹤0.01%
16
548
$702 ﹤0.01%
94
549
$592 ﹤0.01%
2
-4
550
$572 ﹤0.01%
38
20 21
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