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
101
$312K 0.12%
838
-15
102
$308K 0.12%
3,412
+1,858
103
$296K 0.11%
4,012
-892
104
$293K 0.11%
10,000
105
$289K 0.11%
1,263
106
$287K 0.11%
8,461
-18,320
107
$279K 0.11%
8,909
108
$274K 0.11%
11,195
109
$268K 0.1%
3,565
+12
110
$262K 0.1%
518
111
$252K 0.1%
1,145
112
$248K 0.09%
4,352
113
$241K 0.09%
802
+28
114
$239K 0.09%
777
115
$235K 0.09%
2,215
+25
116
$233K 0.09%
2,479
117
$232K 0.09%
1,192
-125
118
$230K 0.09%
1,243
119
$223K 0.09%
2,368
+170
120
$222K 0.09%
1,286
+105
121
$215K 0.08%
421
-9
122
$210K 0.08%
10,148
+38
123
$208K 0.08%
5,346
-1,676
124
$208K 0.08%
3,782
-2,252
125
$204K 0.08%
80,037
-3,401
3 4
5
6 7