AWM

Atticus Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.91M
3
+$1.74M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.67M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.37M

Top Sells

1
+$2.09M
2
+$640K
3
+$536K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$485K
5
PLD icon
Prologis
PLD
+$339K

Sector Composition

1 Technology 8.73%
2 Consumer Staples 4.29%
3 Consumer Discretionary 3.58%
4 Financials 3.34%
5 Healthcare 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$65K 0.02%
2,050
+400
227
$64K 0.02%
607
+1
228
$60K 0.02%
2,125
+375
229
$60K 0.02%
1,120
230
$60K 0.02%
3,925
231
$59K 0.02%
238
+18
232
$59K 0.02%
600
+73
233
$59K 0.02%
105
-17
234
$58K 0.02%
272
+11
235
$58K 0.02%
800
236
$55K 0.02%
711
237
$55K 0.02%
+500
238
$55K 0.02%
1,500
239
$54K 0.02%
+130
240
$54K 0.02%
+986
241
$53K 0.02%
1,000
+300
242
$53K 0.02%
516
243
$53K 0.02%
973
+400
244
$52K 0.02%
5,390
245
$52K 0.02%
822
+12
246
$52K 0.02%
382
-800
247
$51K 0.02%
334
248
$51K 0.02%
707
249
$50K 0.02%
1,200
+300
250
$49K 0.02%
1,500
8 9
10
11 12