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
201
$77.1K 0.03%
1,477
+62
202
$76K 0.03%
454
+24
203
$75.1K 0.03%
539
204
$74.7K 0.03%
462
+21
205
$73.1K 0.03%
400
206
$72K 0.03%
104
207
$71.9K 0.03%
1,150
+10
208
$71.9K 0.03%
365
209
$71.2K 0.03%
872
210
$70.8K 0.03%
3,082
-719
211
$70.1K 0.03%
1,010
212
$70K 0.03%
510
-12
213
$68.6K 0.03%
285
214
$67.9K 0.03%
470
215
$66.9K 0.03%
1,585
+7
216
$66.6K 0.03%
867
+65
217
$64.9K 0.02%
302
-14
218
$64.4K 0.02%
741
219
$63.4K 0.02%
1,183
+21
220
$63K 0.02%
635
221
$62.3K 0.02%
145
222
$61.1K 0.02%
530
223
$61.1K 0.02%
777
-50
224
$58.7K 0.02%
571
225
$57.9K 0.02%
1,940
7 8
9
10 11