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
$306M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.7M
3
+$6.03M
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$5.22M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.43M

Top Sells

1
+$14.2M
2
+$6.42M
3
+$5.18M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.09M
5
CSHI icon
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
+$1.21M

Sector Composition

1 Technology 7.48%
2 Consumer Staples 3.53%
3 Financials 1.97%
4 Consumer Discretionary 1.9%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$840K 0.27%
4,927
-154
52
$821K 0.27%
1,424
+54
53
$814K 0.27%
6,273
-304
54
$784K 0.26%
3,740
-37
55
$771K 0.25%
19,190
56
$766K 0.25%
1,398
-40
57
$766K 0.25%
7,955
-100
58
$739K 0.24%
21,778
59
$731K 0.24%
4,372
60
$714K 0.23%
+19,636
61
$709K 0.23%
19,888
62
$704K 0.23%
5,185
63
$697K 0.23%
7,044
-143,109
64
$673K 0.22%
13,515
-111
65
$668K 0.22%
3,875
+13
66
$656K 0.21%
13,081
+3,583
67
$652K 0.21%
4,176
-725
68
$643K 0.21%
15,634
69
$633K 0.21%
3,820
-380
70
$554K 0.18%
13,348
71
$522K 0.17%
1,020
72
$521K 0.17%
2,768
-235
73
$500K 0.16%
2,931
+301
74
$495K 0.16%
9,776
+5
75
$474K 0.15%
2,833
+528
1 2
3
4 5