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
151
$138K 0.05%
1,139
152
$133K 0.05%
655
153
$132K 0.05%
777
154
$131K 0.05%
3,937
-2,233
155
$129K 0.05%
+1,100
156
$123K 0.05%
2,481
-269
157
$122K 0.05%
960
+65
158
$121K 0.05%
+787
159
$121K 0.05%
13,135
160
$119K 0.05%
683
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161
$115K 0.04%
1,137
-255
162
$113K 0.04%
506
163
$113K 0.04%
350
164
$112K 0.04%
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165
$111K 0.04%
1,891
-23
166
$111K 0.04%
2,986
+15
167
$111K 0.04%
2,166
-18
168
$110K 0.04%
4,035
169
$107K 0.04%
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170
$107K 0.04%
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171
$107K 0.04%
+2,000
172
$104K 0.04%
867
173
$104K 0.04%
1,221
174
$103K 0.04%
1,008
-106
175
$102K 0.04%
640
+4
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7
8 9