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
51
$767K 0.28%
4,861
52
$750K 0.28%
10,639
+2
53
$745K 0.27%
19,778
-4,580
54
$726K 0.27%
9,610
-1,424
55
$710K 0.26%
2,714
+475
56
$708K 0.26%
23,461
57
$705K 0.26%
5,231
+5
58
$640K 0.24%
1,626
-78
59
$637K 0.23%
4,045
-106
60
$631K 0.23%
8,350
61
$627K 0.23%
5,187
+107
62
$595K 0.22%
7,705
+3,165
63
$593K 0.22%
3,202
+24
64
$587K 0.22%
51,595
-18,701
65
$577K 0.21%
5,000
-168
66
$574K 0.21%
1,174
+424
67
$562K 0.21%
3,776
68
$556K 0.2%
1,220
69
$554K 0.2%
18,813
-169
70
$547K 0.2%
3,782
-324
71
$536K 0.2%
8,532
-12,806
72
$527K 0.19%
32,995
-381,268
73
$522K 0.19%
7,493
+54
74
$518K 0.19%
+16,763
75
$509K 0.19%
10,138
+17
1 2
3
4 5