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
176
$91.8K 0.03%
1,154
177
$90.5K 0.03%
2,446
178
$90K 0.03%
+4,784
179
$85.8K 0.03%
224
+106
180
$84.5K 0.03%
976
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181
$83.1K 0.03%
855
182
$82.1K 0.03%
377
-102
183
$81.7K 0.03%
512
184
$81.2K 0.03%
400
-34
185
$80.9K 0.03%
2,035
-146
186
$80.4K 0.03%
660
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187
$78.4K 0.03%
365
188
$78K 0.03%
2,636
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189
$75.3K 0.02%
55,000
190
$75.2K 0.02%
413
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191
$74.3K 0.02%
182
192
$74.2K 0.02%
913
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$73.3K 0.02%
134
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721
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195
$71.7K 0.02%
696
196
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802
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197
$71.4K 0.02%
1,000
198
$71.3K 0.02%
1,821
199
$71.1K 0.02%
298
+13
200
$71K 0.02%
1,253
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