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
$168M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$848K
3
+$779K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$768K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$588K

Top Sells

1
+$796K
2
+$565K
3
+$430K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$424K
5
CME icon
CME Group
CME
+$401K

Sector Composition

1 Technology 9.5%
2 Consumer Staples 5.45%
3 Consumer Discretionary 4.36%
4 Communication Services 3.81%
5 Healthcare 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19K 0.01%
231
+2
227
$19K 0.01%
225
228
$18K 0.01%
1,000
229
$18K 0.01%
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$17K 0.01%
150
231
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213
232
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233
$16K 0.01%
300
234
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235
$16K 0.01%
48
236
$16K 0.01%
250
237
$15K 0.01%
92
238
$15K 0.01%
216
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239
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240
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241
$14K 0.01%
208
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254
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243
$14K 0.01%
62
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244
$13K 0.01%
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245
$13K 0.01%
114
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246
$12K 0.01%
150
247
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217
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248
$12K 0.01%
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249
$12K 0.01%
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250
$12K 0.01%
150
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10
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