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
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
– –
-23
585
– –
-4
586
– –
-9,597
587
– –
-1
588
– –
-3,393
589
– –
-25
590
– –
0
591
– –
-885
592
– –
-2,428
593
– –
-100
594
– –
0
595
– –
-3
596
– –
0
597
– –
-14
598
– –
-8
599
– –
-1
600
– –
-42
21 22 23
24
25