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
$210M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$6.37M
3
+$5.49M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.46M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.11M

Top Sells

1
+$5.1M
2
+$4.32M
3
+$2.95M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.26M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.24M

Sector Composition

1 Technology 7.9%
2 Consumer Staples 4.58%
3 Consumer Discretionary 3.85%
4 Communication Services 3.51%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$43K 0.02%
153
227
$43K 0.02%
285
228
$41K 0.02%
687
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229
$41K 0.02%
700
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$40K 0.02%
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231
$40K 0.02%
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232
$40K 0.02%
114
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233
$39K 0.02%
2,405
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234
$39K 0.02%
718
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235
$37K 0.02%
130
236
$37K 0.02%
263
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237
$35K 0.02%
15
238
$34K 0.02%
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239
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+1,250
240
$34K 0.02%
250
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$33K 0.02%
900
242
$32K 0.02%
68
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243
$32K 0.02%
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$32K 0.02%
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$31K 0.01%
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350
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439
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290
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$30K 0.01%
500
250
$29K 0.01%
600
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