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
$124M
AUM Growth
-$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.56M
3
+$742K
4
AAPL icon
Apple
AAPL
+$622K
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$486K

Top Sells

1
+$3.47M
2
+$1.29M
3
+$897K
4
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$886K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$741K

Sector Composition

1 Technology 7.35%
2 Consumer Staples 6.68%
3 Financials 4.76%
4 Communication Services 3.65%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5K ﹤0.01%
142
-10
252
$5K ﹤0.01%
+40
253
$5K ﹤0.01%
+150
254
$5K ﹤0.01%
+140
255
$5K ﹤0.01%
30
-399
256
$5K ﹤0.01%
200
257
$4K ﹤0.01%
+50
258
$4K ﹤0.01%
+200
259
$4K ﹤0.01%
+46
260
$4K ﹤0.01%
+30
261
$4K ﹤0.01%
170
262
$3K ﹤0.01%
660
-690
263
$3K ﹤0.01%
300
+5
264
$3K ﹤0.01%
59
-222
265
$3K ﹤0.01%
200
266
$3K ﹤0.01%
1,000
267
$3K ﹤0.01%
10
+9
268
$3K ﹤0.01%
30
-4,850
269
$3K ﹤0.01%
43
270
$2K ﹤0.01%
49
+8
271
$2K ﹤0.01%
110
-120
272
$2K ﹤0.01%
130
-220
273
$2K ﹤0.01%
78
-57
274
$2K ﹤0.01%
+10
275
$2K ﹤0.01%
+23
9 10
11
12 13