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
$210M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$6.37M
3
+$5.49M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.46M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.11M

Top Sells

1
+$5.1M
2
+$4.32M
3
+$2.95M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.26M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.24M

Sector Composition

1 Technology 7.9%
2 Consumer Staples 4.58%
3 Consumer Discretionary 3.85%
4 Communication Services 3.51%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$29K 0.01%
+400
252
$29K 0.01%
+800
253
$28K 0.01%
90
+53
254
$28K 0.01%
143
255
$28K 0.01%
107
256
$28K 0.01%
536
+500
257
$27K 0.01%
444
258
$26K 0.01%
465
259
$26K 0.01%
150
260
$26K 0.01%
1,078
+78
261
$25K 0.01%
491
262
$24K 0.01%
297
263
$24K 0.01%
+1,080
264
$24K 0.01%
+804
265
$22K 0.01%
842
+759
266
$21K 0.01%
1,185
267
$21K 0.01%
326
268
$21K 0.01%
215
+1
269
$21K 0.01%
+750
270
$20K 0.01%
400
271
$20K 0.01%
92
272
$20K 0.01%
150
273
$20K 0.01%
+302
274
$19K 0.01%
255
275
$19K 0.01%
317
-300
9 10
11
12 13