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

Top Buys

1
+$2.48M
2
+$1.32M
3
+$561K
4
AAPL icon
Apple
AAPL
+$537K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$459K

Top Sells

1
+$3.43M
2
+$1M
3
+$883K
4
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$807K
5
SPYG icon
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%
+150
252
$5K ﹤0.01%
+40
253
$5K ﹤0.01%
142
-10
254
$5K ﹤0.01%
200
255
$5K ﹤0.01%
30
-399
256
$5K ﹤0.01%
+140
257
$4K ﹤0.01%
+200
258
$4K ﹤0.01%
170
259
$4K ﹤0.01%
+30
260
$4K ﹤0.01%
+46
261
$4K ﹤0.01%
+50
262
$3K ﹤0.01%
43
263
$3K ﹤0.01%
30
-4,850
264
$3K ﹤0.01%
10
+9
265
$3K ﹤0.01%
1,000
266
$3K ﹤0.01%
200
267
$3K ﹤0.01%
59
-222
268
$3K ﹤0.01%
300
+5
269
$3K ﹤0.01%
660
-690
270
$2K ﹤0.01%
+100
271
$2K ﹤0.01%
+44
272
$2K ﹤0.01%
28
-54
273
$2K ﹤0.01%
+16
274
$2K ﹤0.01%
33
-4
275
$2K ﹤0.01%
9
-447
9 10
11
12 13