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
101
$277K 0.09%
1,621
-4,556
102
$275K 0.09%
1,590
-60
103
$270K 0.09%
7,155
104
$268K 0.09%
4,863
+858
105
$267K 0.09%
2,191
+65
106
$260K 0.09%
702
107
$260K 0.08%
525
+122
108
$242K 0.08%
1,058
-171
109
$238K 0.08%
3,075
+1,169
110
$237K 0.08%
7,811
111
$236K 0.08%
3,252
-421
112
$224K 0.07%
1,876
+1
113
$221K 0.07%
946
114
$215K 0.07%
1,536
+1
115
$208K 0.07%
2,641
-528
116
$208K 0.07%
380
117
$206K 0.07%
1,557
118
$206K 0.07%
660
-15
119
$204K 0.07%
995
120
$190K 0.06%
362
-389
121
$189K 0.06%
1,176
-144
122
$188K 0.06%
2,048
+37
123
$174K 0.06%
1,006
+758
124
$171K 0.06%
2,162
-415
125
$167K 0.05%
275
3 4
5
6 7