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
$261M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
624
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$905K
3
+$821K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$713K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$645K

Top Sells

1
+$1.5M
2
+$764K
3
+$618K
4
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$589K
5
HD icon
Home Depot
HD
+$273K

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
576
$112 ﹤0.01%
1
577
$93 ﹤0.01%
5
578
$82 ﹤0.01%
33
579
$66 ﹤0.01%
1
580
$54 ﹤0.01%
+2
581
$22 ﹤0.01%
1
582
$21 ﹤0.01%
2
583
$10 ﹤0.01%
10
584
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-2,515
585
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586
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0
587
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588
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-9,597
589
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590
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591
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592
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593
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594
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595
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596
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0
597
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0
599
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