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
$306M
AUM Growth
-$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
541
New
Increased
Reduced
Closed

Top Buys

1
+$7.82M
2
+$6.7M
3
+$6.03M
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$5.22M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.43M

Top Sells

1
+$14.2M
2
+$6.42M
3
+$5.18M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$5.09M
5
CSHI icon
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
+$1.21M

Sector Composition

1 Technology 7.48%
2 Consumer Staples 3.53%
3 Financials 1.97%
4 Consumer Discretionary 1.9%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$67.5K 0.02%
534
202
$67.4K 0.02%
357
+2
203
$67.1K 0.02%
689
204
$67K 0.02%
180
205
$66.5K 0.02%
272
206
$66.5K 0.02%
1,801
207
$65.7K 0.02%
946
208
$64.2K 0.02%
276
209
$63.9K 0.02%
350
210
$62.9K 0.02%
350
211
$62.5K 0.02%
500
212
$61.4K 0.02%
1,007
+1
213
$61.2K 0.02%
1,332
214
$61.1K 0.02%
1,217
+10
215
$59.6K 0.02%
230
-27
216
$59.5K 0.02%
240
217
$59.5K 0.02%
455
218
$58.5K 0.02%
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219
$58.5K 0.02%
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220
$57.6K 0.02%
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221
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437
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222
$54.5K 0.02%
499
223
$54.3K 0.02%
234
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224
$54.2K 0.02%
4,835
-19,234
225
$54.1K 0.02%
1,408
-237
7 8
9
10 11