AWM

Atticus Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
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
526
– –
-1,425
527
– –
-94
528
– –
-1,000
529
– –
-425
530
– –
-111
531
– –
-2,717
532
– –
-900
533
– –
-500
534
– –
-125
535
– –
-12
536
– –
-416
537
– –
-400
538
– –
-200
539
– –
-89
540
– –
-314
18 19 20 21
22