AWM

Atticus Wealth Management Portfolio holdings

AUM $396M
1-Year Est. Return 15.65%
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
-$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$10.6K

Top Sells

1
+$38.8M
2
+$25.9M
3
+$6.42M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$5.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.02M

Sector Composition

1 Technology 9.45%
2 Consumer Staples 5.98%
3 Healthcare 4.55%
4 Consumer Discretionary 3.46%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$44K 0.02%
756
252
$42K 0.02%
1,204
253
$42K 0.02%
1,100
254
$42K 0.02%
500
255
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256
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420
257
$41K 0.02%
580
258
$41K 0.02%
1,500
259
$40K 0.02%
707
260
$40K 0.02%
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261
$39K 0.02%
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262
$38K 0.02%
334
263
$38K 0.02%
430
264
$38K 0.02%
334
265
$37K 0.02%
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266
$36K 0.02%
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267
$35K 0.02%
249
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$35K 0.02%
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$34K 0.02%
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275
$33K 0.02%
500
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