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
126
$199K 0.08%
730
127
$197K 0.08%
5,029
-32
128
$197K 0.08%
946
129
$193K 0.07%
383
130
$191K 0.07%
3,000
131
$187K 0.07%
18,300
132
$187K 0.07%
7,806
-856
133
$186K 0.07%
3,205
-470
134
$183K 0.07%
+3,660
135
$179K 0.07%
1,087
+43
136
$178K 0.07%
+3,083
137
$173K 0.07%
6,626
-72
138
$170K 0.07%
1,855
+24
139
$170K 0.07%
11,329
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140
$168K 0.06%
5,169
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141
$165K 0.06%
379
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142
$162K 0.06%
9,670
-2,133
143
$148K 0.06%
2,152
-195
144
$146K 0.06%
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-200
145
$142K 0.05%
2,162
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146
$140K 0.05%
25,760
-9,624
147
$140K 0.05%
3,446
148
$140K 0.05%
4,601
+30
149
$139K 0.05%
1,528
150
$139K 0.05%
591
-64
4 5
6
7 8