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
$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
1
$53.7M 19.8%
121,220
-1,749
2
$22.7M 8.38%
452,060
-6,285
3
$18.3M 6.75%
423,868
+6,723
4
$10.5M 3.88%
54,334
-1,209
5
$9.95M 3.67%
90,124
+1,088
6
$7.21M 2.66%
34,800
-1,177
7
$6.61M 2.44%
109,793
-246
8
$6.15M 2.27%
100,826
+7,896
9
$5.94M 2.19%
113,570
-4,020
10
$5.64M 2.08%
16,560
-346
11
$5.39M 1.99%
28,773
+136
12
$4.03M 1.49%
23,187
-1,375
13
$3.94M 1.45%
10,675
-281
14
$3.59M 1.32%
+120,196
15
$3.48M 1.28%
48,059
+1,031
16
$3.47M 1.28%
17,101
-144
17
$3.16M 1.16%
29,785
+344
18
$2.79M 1.03%
17,159
-400
19
$2.72M 1%
45,488
-405
20
$2.5M 0.92%
18,842
-2,232
21
$2.44M 0.9%
14,388
-1,607
22
$2.25M 0.83%
+44,798
23
$2.21M 0.81%
65,300
24
$1.92M 0.71%
93,866
+82,686
25
$1.91M 0.7%
4,322
-188
1
2 3 4 5