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
76
$505K 0.19%
5,820
+2,500
77
$503K 0.19%
16,581
-3,820
78
$490K 0.18%
+83,438
79
$478K 0.18%
3,458
-1,467
80
$476K 0.18%
6,404
-913
81
$459K 0.17%
1,531
-62
82
$454K 0.17%
9,044
-12,129
83
$453K 0.17%
1,113
+810
84
$436K 0.16%
2,500
85
$433K 0.16%
10,250
+1,190
86
$431K 0.16%
4,014
87
$409K 0.15%
3,723
-36
88
$395K 0.15%
7,533
-105
89
$387K 0.14%
3,552
+16
90
$368K 0.14%
4,904
-4,275
91
$352K 0.13%
4,336
-76
92
$349K 0.13%
2,397
-132
93
$347K 0.13%
9,871
-9,481
94
$342K 0.13%
6,034
-6,365
95
$332K 0.12%
1,543
+20
96
$330K 0.12%
4,356
-22
97
$328K 0.12%
2,434
+1,957
98
$328K 0.12%
35,384
-143,596
99
$327K 0.12%
10,571
+82
100
$325K 0.12%
1,232
2 3
4
5 6