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
176
$101K 0.04%
6,003
+669
177
$98K 0.04%
1,111
-52
178
$97.2K 0.04%
356
179
$96.7K 0.04%
714
180
$96.5K 0.04%
689
+108
181
$95.2K 0.04%
504
+2
182
$94.8K 0.04%
1,317
-1,115
183
$94.1K 0.04%
503
-4
184
$93.3K 0.04%
1,154
185
$88.9K 0.03%
508
186
$87.3K 0.03%
943
-43
187
$86.4K 0.03%
1,017
+4
188
$84.9K 0.03%
18,866
+357
189
$83.8K 0.03%
265
190
$83.6K 0.03%
5,021
-354
191
$81.8K 0.03%
525
+71
192
$81.7K 0.03%
1,170
193
$80.7K 0.03%
1,821
194
$80K 0.03%
1,831
+7
195
$79.9K 0.03%
1,490
196
$79.6K 0.03%
182
197
$78.6K 0.03%
1,870
-162
198
$78.6K 0.03%
3,990
+421
199
$78.5K 0.03%
8,796
-1,129
200
$78.2K 0.03%
121
6 7
8
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