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
1
$78.2M 25.52%
139,798
+6,134
2
$18.6M 6.08%
375,431
-24,316
3
$17.1M 5.59%
47,410
+18,559
4
$13.8M 4.5%
270,008
-125,784
5
$11.5M 3.76%
340,154
+154,148
6
$10.4M 3.39%
46,728
-814
7
$8.26M 2.7%
30,495
-2,946
8
$7.82M 2.55%
104,698
+104,690
9
$6.03M 1.97%
+65,874
10
$5.62M 1.83%
14,961
-831
11
$5.13M 1.68%
71,690
-3,100
12
$4.53M 1.48%
15,712
-531
13
$4.23M 1.38%
9,029
14
$3.84M 1.25%
29,765
-245
15
$3.73M 1.22%
104,134
-1,435
16
$3.36M 1.1%
3,557
+100
17
$3.32M 1.08%
17,103
+182
18
$3.24M 1.06%
40,370
-1,673
19
$3.18M 1.04%
15,416
-962
20
$3.18M 1.04%
12,363
-717
21
$2.62M 0.86%
65,615
-1,590
22
$2.41M 0.79%
23,034
+23,029
23
$2.4M 0.78%
12,591
-495
24
$2.22M 0.72%
38,020
-87,290
25
$2.19M 0.72%
14,171
-56
1
2 3 4 5