AWM

Atticus Wealth Management Portfolio holdings

AUM $370M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$306M
AUM Growth
+$37.7K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$4.31M
2
+$1.07M
3
+$930K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$544K
5
PMAY icon
Innovator US Equity Power Buffer ETF May
PMAY
+$445K

Top Sells

1
+$3.81M
2
+$2.19M
3
+$1.87M
4
PAUG icon
Innovator US Equity Power Buffer ETF August
PAUG
+$980K
5
OEF icon
iShares S&P 100 ETF
OEF
+$549K

Sector Composition

1 Technology 7.77%
2 Consumer Staples 3.3%
3 Healthcare 2.02%
4 Communication Services 1.93%
5 Consumer Discretionary 1.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$685K 0.22%
4,382
-15
52
$683K 0.22%
3,379
+241
53
$656K 0.21%
5,156
-3,836
54
$652K 0.21%
1,478
-256
55
$646K 0.21%
3,827
56
$637K 0.21%
3,714
-274
57
$629K 0.21%
2,470
-954
58
$607K 0.2%
15,634
-150
59
$590K 0.19%
1,170
-12
60
$581K 0.19%
3,328
-528
61
$543K 0.18%
804
-38
62
$537K 0.18%
13,348
63
$535K 0.17%
5,477
+420
64
$533K 0.17%
16,358
-1,970
65
$507K 0.17%
4,099
-138
66
$491K 0.16%
8,140
-70
67
$480K 0.16%
2,629
-572
68
$474K 0.16%
854
+24
69
$469K 0.15%
938
70
$458K 0.15%
11,925
+478
71
$456K 0.15%
11,085
-4,732
72
$445K 0.15%
1,020
73
$422K 0.14%
2,630
-370
74
$415K 0.14%
2,446
+158
75
$413K 0.13%
1,423
-85
1 2
3
4 5