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
176
$88.4K 0.03%
1,500
177
$87.8K 0.03%
790
178
$87.8K 0.03%
635
179
$87.5K 0.03%
400
180
$87.2K 0.03%
666
+2
181
$86.5K 0.03%
365
182
$84.9K 0.03%
2,035
183
$84.7K 0.03%
1,165
+3
184
$84.7K 0.03%
389
-89
185
$84.5K 0.03%
1,071
-574
186
$84.1K 0.03%
1,030
+389
187
$81.8K 0.03%
180
188
$80.2K 0.03%
520
189
$80.2K 0.03%
2,742
+42
190
$79.5K 0.03%
384
191
$78.2K 0.03%
154
192
$77.5K 0.03%
488
-106
193
$75.7K 0.02%
1,325
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194
$75.4K 0.02%
1,050
195
$72.8K 0.02%
585
+1
196
$70.3K 0.02%
2,795
197
$70.2K 0.02%
125
-9
198
$69K 0.02%
1,940
199
$69K 0.02%
750
200
$67.9K 0.02%
140
6 7
8
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