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
$271M
AUM Growth
+$9.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
623
New
Increased
Reduced
Closed

Top Buys

1
+$3.59M
2
+$2.25M
3
+$1.69M
4
GLD icon
SPDR Gold Trust
GLD
+$1.16M
5
PAPR icon
Innovator US Equity Power Buffer ETF April
PAPR
+$518K

Top Sells

1
+$6.09M
2
+$1.33M
3
+$872K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$804K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$775K

Sector Composition

1 Technology 7.87%
2 Consumer Staples 4.28%
3 Healthcare 2.54%
4 Consumer Discretionary 2.16%
5 Financials 1.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$80.7K 0.03%
581
-39
202
$80.5K 0.03%
1,170
203
$80.3K 0.03%
1,490
204
$79.5K 0.03%
470
-375
205
$77.8K 0.03%
+400
206
$76.1K 0.03%
+2,428
207
$75.7K 0.03%
1,821
-86
208
$74.9K 0.03%
522
209
$74.8K 0.03%
741
210
$74.6K 0.03%
2,590
-24,459
211
$74.5K 0.03%
872
+17
212
$73.7K 0.03%
1,010
213
$73.6K 0.03%
1,140
214
$73.4K 0.03%
438
215
$73.3K 0.03%
1,154
216
$72.9K 0.03%
182
217
$71.7K 0.03%
1,998
218
$71.4K 0.03%
316
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219
$71.3K 0.03%
539
220
$70.7K 0.03%
430
221
$69.9K 0.03%
635
222
$68.8K 0.03%
1,354
-1,962
223
$68.6K 0.03%
827
-706
224
$68.5K 0.03%
3,569
+26
225
$67.1K 0.02%
324
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9
10 11