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
$274M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.95M
3
+$1.81M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.69M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.39M

Top Sells

1
+$2.12M
2
+$649K
3
+$582K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$492K
5
PLD icon
Prologis
PLD
+$358K

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%
+863
227
$64K 0.02%
607
+1
228
$60K 0.02%
3,925
229
$60K 0.02%
1,120
230
$60K 0.02%
2,125
+375
231
$59K 0.02%
105
-17
232
$59K 0.02%
600
+73
233
$59K 0.02%
238
+18
234
$58K 0.02%
800
235
$58K 0.02%
272
+11
236
$55K 0.02%
1,500
237
$55K 0.02%
+500
238
$55K 0.02%
711
239
$54K 0.02%
+986
240
$54K 0.02%
+130
241
$53K 0.02%
973
+400
242
$53K 0.02%
516
243
$53K 0.02%
1,000
+300
244
$52K 0.02%
5,390
245
$52K 0.02%
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246
$52K 0.02%
382
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247
$51K 0.02%
707
248
$51K 0.02%
334
249
$50K 0.02%
1,200
+300
250
$49K 0.02%
1,500
8 9
10
11 12