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
$168M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$848K
3
+$779K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$768K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$588K

Top Sells

1
+$796K
2
+$565K
3
+$430K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$424K
5
CME icon
CME Group
CME
+$401K

Sector Composition

1 Technology 9.5%
2 Consumer Staples 5.45%
3 Consumer Discretionary 4.36%
4 Communication Services 3.81%
5 Healthcare 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$11K 0.01%
2,000
252
$11K 0.01%
188
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$11K 0.01%
800
254
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255
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107
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256
$11K 0.01%
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257
$10K 0.01%
327
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$10K 0.01%
300
259
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$9K 0.01%
33
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$9K 0.01%
137
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262
$8K ﹤0.01%
189
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263
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200
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500
267
$7K ﹤0.01%
68
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$7K ﹤0.01%
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$6K ﹤0.01%
538
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272
$6K ﹤0.01%
150
273
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200
274
$5K ﹤0.01%
385
+10
275
$5K ﹤0.01%
45
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