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
$243M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.56M
3
+$6.5M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.35M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.16M

Top Sells

1
+$14.2M
2
+$984K
3
+$962K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$895K
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$608K

Sector Composition

1 Technology 7.21%
2 Consumer Staples 5.14%
3 Healthcare 3.71%
4 Financials 2.85%
5 Consumer Discretionary 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$49.6K 0.02%
1,183
+1,049
252
$49.1K 0.02%
430
253
$48.9K 0.02%
500
254
$48.3K 0.02%
1,500
255
$47.9K 0.02%
+903
256
$47.7K 0.02%
1,140
+10
257
$47.5K 0.02%
574
+128
258
$47.3K 0.02%
500
259
$46.4K 0.02%
516
260
$46.2K 0.02%
464
+130
261
$46K 0.02%
347
-2,007
262
$44.5K 0.02%
625
-22
263
$44.4K 0.02%
1,000
264
$44K 0.02%
481
265
$44K 0.02%
909
266
$43.6K 0.02%
229
-2
267
$43.6K 0.02%
1,500
268
$43.5K 0.02%
704
-3
269
$42.8K 0.02%
5,487
+68
270
$42.6K 0.02%
971
-234
271
$42.2K 0.02%
2,500
272
$42K 0.02%
+518
273
$41.8K 0.02%
1,516
-23
274
$41.4K 0.02%
500
275
$41.4K 0.02%
595
-538
9 10
11
12 13