AWM

Atticus Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
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
+$2.01M
2
+$1.91M
3
+$1.74M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.67M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.37M

Top Sells

1
+$2.09M
2
+$640K
3
+$536K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$485K
5
PLD icon
Prologis
PLD
+$339K

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%
+1,000
252
$48K 0.02%
350
253
$48K 0.02%
430
254
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600
255
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256
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257
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258
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259
$44K 0.02%
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260
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261
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98
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262
$43K 0.02%
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263
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265
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264
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265
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266
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101
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444
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268
$41K 0.02%
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272
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273
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157
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274
$36K 0.01%
387
275
$36K 0.01%
70
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9 10
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