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
1
$71.2M 23.27%
130,835
-6,992
2
$33.7M 11.02%
677,537
+86,692
3
$18.8M 6.15%
385,990
+3,187
4
$10.7M 3.51%
97,078
+9,689
5
$10.1M 3.29%
47,842
-1,435
6
$9.91M 3.24%
27,190
+2,552
7
$8.93M 2.92%
33,779
-2,078
8
$7.13M 2.33%
35,154
+306
9
$7.03M 2.3%
15,727
-780
10
$6.91M 2.26%
118,151
-5,496
11
$4.77M 1.56%
74,890
-34,338
12
$4.31M 1.41%
85,351
+10,771
13
$4.29M 1.4%
8,955
-565
14
$3.9M 1.27%
17,239
-1,364
15
$3.87M 1.27%
113,569
+13,055
16
$3.51M 1.15%
43,863
-23,334
17
$3.43M 1.12%
13,735
-37
18
$3.33M 1.09%
28,065
-553
19
$3.25M 1.06%
15,095
+1,642
20
$3.04M 0.99%
16,668
-420
21
$2.92M 0.96%
3,439
+76
22
$2.56M 0.84%
14,078
-930
23
$2.55M 0.83%
67,205
24
$2.54M 0.83%
13,122
-765
25
$2.16M 0.7%
36,413
+2,353
1
2 3 4 5