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
$262M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$13.4M
3
+$6.29M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.13M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.5M

Top Sells

1
+$16.7M
2
+$4.09M
3
+$3.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.44M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$2.34M

Sector Composition

1 Technology 6.93%
2 Consumer Staples 4.42%
3 Healthcare 2.37%
4 Financials 2.14%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$62.1K 0.02%
+1,136
227
$61.3K 0.02%
430
228
$61.1K 0.02%
610
+1
229
$60.7K 0.02%
530
-1,500
230
$60.7K 0.02%
1,570
+105
231
$60.5K 0.02%
1,140
232
$60.4K 0.02%
1,000
233
$59.6K 0.02%
145
-241
234
$59.4K 0.02%
420
235
$59.4K 0.02%
244
236
$59.1K 0.02%
477
-314
237
$57.2K 0.02%
345
-585
238
$56.8K 0.02%
137
+56
239
$56.6K 0.02%
1,544
-2,500
240
$56.5K 0.02%
500
241
$56.1K 0.02%
1,500
242
$56K 0.02%
571
-36
243
$55.7K 0.02%
+1,940
244
$55.7K 0.02%
800
-42
245
$55.1K 0.02%
890
+5
246
$55.1K 0.02%
788
+34
247
$53.5K 0.02%
355
248
$53.1K 0.02%
154
249
$53K 0.02%
1,516
250
$51.7K 0.02%
802
8 9
10
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