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
151
$112K 0.04%
452
152
$111K 0.04%
779
+2
153
$110K 0.04%
10,594
154
$107K 0.04%
710
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$106K 0.03%
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156
$105K 0.03%
521
157
$104K 0.03%
240
158
$104K 0.03%
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159
$102K 0.03%
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160
$101K 0.03%
306
161
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883
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102
163
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164
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2,092
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165
$99.2K 0.03%
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166
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167
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467
168
$91.2K 0.03%
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169
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171
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172
$89.8K 0.03%
2,345
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173
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293
174
$89.2K 0.03%
1,154
175
$89K 0.03%
847
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