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
76
$466K 0.15%
3,702
-65
77
$464K 0.15%
903
+1
78
$459K 0.15%
2,464
-199
79
$448K 0.15%
1,728
-161
80
$439K 0.14%
3,022
81
$431K 0.14%
702
+140
82
$405K 0.13%
3,000
83
$396K 0.13%
1,263
84
$374K 0.12%
974
+377
85
$373K 0.12%
800
-15
86
$363K 0.12%
4,043
+6
87
$361K 0.12%
3,039
88
$358K 0.12%
4,352
89
$352K 0.11%
2,651
+7
90
$346K 0.11%
3,945
91
$344K 0.11%
10,000
92
$341K 0.11%
1,140
+324
93
$340K 0.11%
5,789
+2,779
94
$338K 0.11%
1,146
+1
95
$331K 0.11%
1,215
-205
96
$330K 0.11%
8,909
97
$329K 0.11%
8,461
98
$304K 0.1%
2,490
+4
99
$297K 0.1%
7,098
-2,413
100
$282K 0.09%
5,150
+142
2 3
4
5 6