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
151
$118K 0.04%
795
-178
152
$117K 0.04%
2,166
153
$112K 0.04%
539
154
$109K 0.04%
790
-215
155
$109K 0.04%
713
-2
156
$108K 0.04%
21,514
+1,846
157
$108K 0.04%
5,031
-660
158
$107K 0.03%
475
+150
159
$106K 0.03%
613
-50
160
$105K 0.03%
316
+9
161
$105K 0.03%
1,170
162
$103K 0.03%
454
163
$102K 0.03%
1,326
+7
164
$102K 0.03%
+2,031
165
$100K 0.03%
1,988
-1,398
166
$99.6K 0.03%
+1,460
167
$98.8K 0.03%
1,341
168
$97.7K 0.03%
1,072
-1,512
169
$96.9K 0.03%
847
170
$95.3K 0.03%
121
171
$95.2K 0.03%
875
-147
172
$94.7K 0.03%
30,563
-25,949
173
$94.3K 0.03%
1,298
-152
174
$93.9K 0.03%
104
175
$93.5K 0.03%
1,948
+348
5 6
7
8 9