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
$151M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$5.93M
3
+$3.38M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.55M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.39M

Top Sells

1
+$6.71M
2
+$3.25M
3
+$2.66M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.54M
5
OEF icon
iShares S&P 100 ETF
OEF
+$1.7M

Sector Composition

1 Technology 9.1%
2 Consumer Staples 5.4%
3 Consumer Discretionary 4.01%
4 Financials 3.91%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$9K 0.01%
300
+130
252
$9K 0.01%
+500
253
$9K 0.01%
235
+1
254
$9K 0.01%
247
-4,360
255
$8K 0.01%
1,256
256
$8K 0.01%
800
-100
257
$8K 0.01%
484
-81
258
$8K 0.01%
450
259
$6K ﹤0.01%
68
-1,282
260
$6K ﹤0.01%
155
-9,779
261
$6K ﹤0.01%
33
+27
262
$6K ﹤0.01%
30
263
$6K ﹤0.01%
+529
264
$6K ﹤0.01%
150
265
$6K ﹤0.01%
50
266
$5K ﹤0.01%
200
267
$5K ﹤0.01%
+375
268
$5K ﹤0.01%
+180
269
$5K ﹤0.01%
44
-741
270
$5K ﹤0.01%
142
271
$4K ﹤0.01%
43
272
$4K ﹤0.01%
1,000
273
$4K ﹤0.01%
200
274
$4K ﹤0.01%
78
+29
275
$3K ﹤0.01%
9
9 10
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