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
76
$455K 0.17%
3,472
+14
77
$449K 0.17%
1,020
-200
78
$446K 0.17%
4,904
+1,462
79
$438K 0.17%
21,112
-72,754
80
$438K 0.17%
1,114
+1
81
$434K 0.17%
5,230
-590
82
$433K 0.17%
1,528
-3
83
$397K 0.15%
7,977
-1,067
84
$388K 0.15%
3,723
85
$383K 0.15%
6,513
-2,019
86
$373K 0.14%
2,500
87
$371K 0.14%
5,132
-1,272
88
$368K 0.14%
8,470
-1,780
89
$360K 0.14%
6,756
-777
90
$349K 0.13%
2,405
+8
91
$344K 0.13%
3,557
+5
92
$343K 0.13%
9,871
93
$333K 0.13%
1,508
-35
94
$322K 0.12%
10,670
+99
95
$321K 0.12%
8,510
+3,790
96
$319K 0.12%
3,936
-400
97
$319K 0.12%
1,232
98
$317K 0.12%
4,221
-135
99
$316K 0.12%
2,251
+16
100
$315K 0.12%
2,392
-42
2 3
4
5 6