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
$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
SPDR Portfolio S&P 500 Value ETF
SPYV
+$679K
5
XLK icon
Technology Select Sector SPDR Fund
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
1
$53.2M 20.37%
124,340
+3,120
2
$22M 8.42%
436,896
-15,164
3
$18.2M 6.96%
440,330
+16,462
4
$9.78M 3.75%
88,545
-1,579
5
$9.38M 3.59%
54,785
+451
6
$7.1M 2.72%
35,363
+563
7
$6.21M 2.38%
104,724
+3,898
8
$6.15M 2.36%
109,828
+35
9
$5.79M 2.22%
116,005
+2,435
10
$5.22M 2%
16,534
-26
11
$5.04M 1.93%
28,510
-263
12
$4.42M 1.69%
26,946
+3,759
13
$3.83M 1.47%
10,681
+6
14
$3.43M 1.31%
49,786
+1,727
15
$3.21M 1.23%
31,059
+1,274
16
$3.16M 1.21%
16,147
-954
17
$2.97M 1.14%
100,516
-19,680
18
$2.67M 1.03%
17,215
+56
19
$2.41M 0.92%
48,012
+3,214
20
$2.34M 0.9%
18,143
-699
21
$2.32M 0.89%
46,367
+879
22
$2.27M 0.87%
14,098
-290
23
$2.17M 0.83%
64,900
-400
24
$2.13M 0.82%
16,261
+640
25
$1.81M 0.69%
4,365
+43
1
2 3 4 5