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
$311M
AUM Growth
+$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.16M
3
+$761K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$575K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$430K

Top Sells

1
+$13.8M
2
+$8.3M
3
+$3.74M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$218K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$207K

Sector Composition

1 Technology 8.02%
2 Consumer Staples 3.58%
3 Healthcare 1.99%
4 Consumer Discretionary 1.94%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$61.7K 0.02%
276
227
$61.6K 0.02%
452
-3
228
$60.5K 0.02%
+1,197
229
$59K 0.02%
30,563
230
$57K 0.02%
+744
231
$56.6K 0.02%
455
232
$56.6K 0.02%
345
+23
233
$55.1K 0.02%
2,792
234
$54.9K 0.02%
1,477
235
$54.6K 0.02%
1,332
236
$54.6K 0.02%
115
237
$53.7K 0.02%
442
-11
238
$53.6K 0.02%
2,669
+44
239
$53.1K 0.02%
2,034
240
$52.7K 0.02%
466
241
$52.5K 0.02%
1,451
242
$52K 0.02%
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-261
243
$51.8K 0.02%
2,208
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244
$51.2K 0.02%
499
-167
245
$50.5K 0.02%
516
246
$49K 0.02%
665
-115
247
$48.6K 0.02%
5,343
248
$47.3K 0.02%
419
+5
249
$46.7K 0.02%
719
250
$46.6K 0.02%
640
8 9
10
11 12