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
$306M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$3.42M
3
+$3.21M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$652K
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$599K

Top Sells

1
+$6.79M
2
+$1.26M
3
+$806K
4
AAPL icon
Apple
AAPL
+$715K
5
AXP icon
American Express
AXP
+$569K

Sector Composition

1 Technology 7.09%
2 Consumer Staples 3.88%
3 Healthcare 2.24%
4 Consumer Discretionary 2.01%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
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3,760
+57
227
$59K 0.02%
1,000
228
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321
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229
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230
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231
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232
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466
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233
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234
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780
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335
236
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238
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240
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248
$45.6K 0.01%
257
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955
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250
$44.9K 0.01%
549
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