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
51
$743K 0.28%
4,656
-59
52
$736K 0.28%
4,850
-11
53
$707K 0.27%
4,193
+148
54
$702K 0.27%
2,804
+90
55
$694K 0.27%
5,262
+75
56
$689K 0.26%
23,461
57
$670K 0.26%
20,185
-2,945
58
$669K 0.26%
1,690
+64
59
$649K 0.25%
8,635
-975
60
$632K 0.24%
18,547
-1,231
61
$619K 0.24%
7,918
+213
62
$578K 0.22%
1,133
-41
63
$563K 0.22%
51,397
-198
64
$543K 0.21%
3,789
+13
65
$535K 0.21%
33,507
+512
66
$516K 0.2%
3,731
-51
67
$514K 0.2%
10,686
+548
68
$513K 0.2%
16,763
69
$512K 0.2%
4,972
-28
70
$508K 0.19%
2,999
-203
71
$498K 0.19%
7,453
-40
72
$484K 0.19%
8,250
-100
73
$472K 0.18%
4,014
74
$471K 0.18%
16,476
-105
75
$464K 0.18%
15,827
-2,986
1 2
3
4 5