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
$262M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$13.4M
3
+$6.29M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.13M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.5M

Top Sells

1
+$16.7M
2
+$4.09M
3
+$3.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.44M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$2.34M

Sector Composition

1 Technology 6.93%
2 Consumer Staples 4.42%
3 Healthcare 2.37%
4 Financials 2.14%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$49.7K 0.02%
1,000
252
$49K 0.02%
101
-81
253
$48.9K 0.02%
300
-49
254
$48.6K 0.02%
6,020
+533
255
$48.3K 0.02%
+1,500
256
$47.9K 0.02%
516
257
$47.5K 0.02%
238
-109
258
$46.9K 0.02%
2,456
+1,206
259
$46.7K 0.02%
220
-9
260
$45.9K 0.02%
527
261
$44.9K 0.02%
577
+3
262
$44.9K 0.02%
+2,278
263
$44.1K 0.02%
1,500
264
$44K 0.02%
597
+2
265
$44K 0.02%
1,451
266
$42.6K 0.02%
78
+53
267
$41.6K 0.02%
500
268
$41.4K 0.02%
171
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269
$41.3K 0.02%
+2,302
270
$41.1K 0.02%
87
-269
271
$39.8K 0.02%
420
272
$39.2K 0.02%
1,050
-2,500
273
$38.6K 0.01%
500
-2,000
274
$37.3K 0.01%
639
275
$37.3K 0.01%
740
9 10
11
12 13