AWM
Atticus Wealth Management Portfolio holdings
AUM
$370M
1-Year Return
13.35%
This Quarter Return
+1.1%
1 Year Return
+13.35%
3 Year Return
+51.11%
5 Year Return
+85.6%
10 Year Return
–
AUM
$322M
AUM Growth
+$10.1M
(+3.3%)
Cap. Flow
+$7.92M
Cap. Flow
% of AUM
2.46%
Top 10 Holdings %
Top 10 Hldgs %
58.67%
Holding
544
New
18
Increased
119
Reduced
90
Closed
14
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$14.5M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$476K |
| 3 |
iShares Core S&P Mid-Cap ETF
IJH
|
$221K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
$207K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$188K |
Top Sells
| 1 |
Hartford Total Return Bond ETF
HTRB
|
$5.61M |
| 2 |
Innovator US Equity Power Buffer ETF July
PJUL
|
$288K |
| 3 |
Innovator US Equity Power Buffer ETF May
PMAY
|
$287K |
| 4 |
Johnson & Johnson
JNJ
|
$231K |
| 5 |
Coca-Cola
KO
|
$217K |
Sector Composition
| 1 | Technology | 8.09% |
| 2 | Consumer Staples | 3.16% |
| 3 | Consumer Discretionary | 2% |
| 4 | Communication Services | 1.99% |
| 5 | Financials | 1.81% |
