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
101
$264K 0.09%
1,946
+376
102
$263K 0.09%
702
-23
103
$261K 0.09%
7,155
-26,845
104
$254K 0.08%
2,126
-353
105
$249K 0.08%
995
106
$239K 0.08%
4,525
+508
107
$226K 0.07%
1,371
-474
108
$219K 0.07%
1,553
-301
109
$209K 0.07%
946
110
$207K 0.07%
968
-275
111
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675
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112
$204K 0.07%
3,981
-2,758
113
$204K 0.07%
2,987
+1,080
114
$200K 0.07%
2,592
-187
115
$191K 0.06%
990
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116
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349
117
$185K 0.06%
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118
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119
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120
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121
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618
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122
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3,157
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123
$176K 0.06%
3,034
-65
124
$172K 0.06%
380
125
$168K 0.06%
3,488
+133
3 4
5
6 7