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
101
$325K 0.12%
853
-100
102
$310K 0.11%
1,263
103
$299K 0.11%
2,235
-87
104
$293K 0.11%
10,000
105
$288K 0.11%
7,022
-6
106
$282K 0.1%
+8,909
107
$279K 0.1%
3,442
+2,546
108
$278K 0.1%
3,553
+10
109
$275K 0.1%
+11,195
110
$274K 0.1%
2,512
111
$272K 0.1%
4,352
112
$271K 0.1%
1,317
-517
113
$270K 0.1%
518
-41
114
$261K 0.1%
2,190
-22
115
$258K 0.1%
1,243
116
$244K 0.09%
1,145
117
$242K 0.09%
+2,479
118
$240K 0.09%
777
+9
119
$238K 0.09%
2,432
+100
120
$235K 0.09%
3,675
-128
121
$226K 0.08%
6,170
-525
122
$222K 0.08%
774
-44
123
$221K 0.08%
10,110
-7,640
124
$215K 0.08%
2,198
+178
125
$215K 0.08%
1,181
3 4
5
6 7