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
76
$388K 0.13%
763
+160
77
$375K 0.12%
1,895
-498
78
$367K 0.12%
3,040
-435
79
$362K 0.12%
824
-10
80
$360K 0.12%
20,753
-9,051
81
$350K 0.11%
3,039
+175
82
$350K 0.11%
1,263
83
$338K 0.11%
10,000
84
$334K 0.11%
508
-48
85
$326K 0.11%
3,000
86
$324K 0.11%
8,461
87
$323K 0.11%
3,767
+1,874
88
$321K 0.1%
10,167
+70
89
$321K 0.1%
4,352
90
$317K 0.1%
8,909
91
$299K 0.1%
1,159
-126
92
$288K 0.09%
1,232
93
$285K 0.09%
2,395
+3
94
$282K 0.09%
4,166
-2,134
95
$278K 0.09%
2,673
-44
96
$272K 0.09%
23,538
-1,123
97
$271K 0.09%
1,802
-437
98
$270K 0.09%
1,641
-1,049
99
$268K 0.09%
1,875
-12
100
$267K 0.09%
3,599
-785
2 3
4
5 6