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
201
$70.5K 0.02%
635
202
$70.1K 0.02%
1,539
+8
203
$69.1K 0.02%
355
-295
204
$68.7K 0.02%
1,680
205
$68.7K 0.02%
154
206
$66.1K 0.02%
15,329
-2,922
207
$65.9K 0.02%
1,500
208
$65.3K 0.02%
1,940
209
$64.8K 0.02%
500
210
$64.5K 0.02%
281
-122
211
$62.9K 0.02%
1,635
-194
212
$62.8K 0.02%
530
213
$62.6K 0.02%
184
214
$62.4K 0.02%
1,050
215
$62.3K 0.02%
455
-81
216
$61.6K 0.02%
254
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217
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228
218
$59.9K 0.02%
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219
$59.2K 0.02%
500
220
$58.9K 0.02%
355
221
$58.4K 0.02%
666
222
$57.8K 0.02%
244
223
$56.2K 0.02%
276
-1
224
$55.7K 0.02%
522
225
$55.1K 0.02%
2,792
-1,760
7 8
9
10 11