AWM
Atticus Wealth Management Portfolio holdings
AUM
$405M
1-Year Est. Return
16.99%
This Fund
S&P 500
1 Year Est. Return
+16.99%
AUM
$405M
AUM Growth
+$8.71M
(+2.2%)
Holding
210
Top Buys
| 1 | +$1.49M | |
| 2 | +$1.01M | |
| 3 | +$549K | |
| 4 |
Innovator Equity Managed Floor ETF
SFLR
|
+$388K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$379K |
Top Sells
| 1 | +$803K | |
| 2 | +$758K | |
| 3 | +$354K | |
| 4 |
RA
Brookfield Real Assets Income Fund
RA
|
+$332K |
| 5 |
Air Products & Chemicals
APD
|
+$331K |
Sector Composition
| 1 | Technology | 10% |
| 2 | Financials | 3.39% |
| 3 | Consumer Discretionary | 3.06% |
| 4 | Consumer Staples | 2.75% |
| 5 | Communication Services | 2.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Innovator Nasdaq-100 Managed Floor ETF
QFLR
$477M
| $201K | 0.05% |
+5,865
|
|
||
202
TJX Companies
TJX
$177B
| $201K | 0.05% |
+1,308
|
|
||
203
CION Investment
CION
$415M
| $102K | 0.03% |
10,594
|
|
||
204
Tenaya Therapeutics
TNYA
$119M
| $30.8K | 0.01% |
43,237
-1,625
|
|
||
|
205
Air Products & Chemicals
APD
$60.8B
| – | – |
-1,214
|
|
||
206
Cadence Design Systems
CDNS
$82B
| – | – |
-722
|
|
||
207
Pool Corp
POOL
$8.24B
| – | – |
-812
|
|
||
|
RA
208
Brookfield Real Assets Income Fund
RA
$742M
| – | – |
-24,872
|
|
||
209
Synopsys
SNPS
$81.2B
| – | – |
-418
|
|
||
210
Vanguard FTSE Emerging Markets ETF
VWO
$110B
| – | – |
-3,715
|
|