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
$274M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.95M
3
+$1.81M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.69M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.39M

Top Sells

1
+$2.12M
2
+$649K
3
+$582K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$492K
5
PLD icon
Prologis
PLD
+$358K

Sector Composition

1 Technology 8.73%
2 Consumer Staples 4.29%
3 Consumer Discretionary 3.58%
4 Financials 3.34%
5 Healthcare 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$48K 0.02%
600
252
$48K 0.02%
430
253
$48K 0.02%
350
254
$48K 0.02%
+1,000
255
$47K 0.02%
1,010
+1,000
256
$47K 0.02%
606
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257
$47K 0.02%
1,000
258
$46K 0.02%
1,926
259
$44K 0.02%
800
260
$43K 0.02%
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261
$43K 0.02%
98
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262
$43K 0.02%
+173
263
$42K 0.02%
+398
264
$42K 0.02%
500
265
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265
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266
$42K 0.02%
101
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267
$41K 0.02%
570
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268
$41K 0.02%
444
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269
$40K 0.01%
683
270
$38K 0.01%
157
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271
$38K 0.01%
245
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272
$38K 0.01%
459
-1,000
273
$38K 0.01%
236
-2,221
274
$36K 0.01%
70
-32
275
$36K 0.01%
387
9 10
11
12 13