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
$306M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$3.42M
3
+$3.21M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$652K
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$599K

Top Sells

1
+$6.79M
2
+$1.26M
3
+$806K
4
AAPL icon
Apple
AAPL
+$715K
5
AXP icon
American Express
AXP
+$569K

Sector Composition

1 Technology 7.09%
2 Consumer Staples 3.88%
3 Healthcare 2.24%
4 Consumer Discretionary 2.01%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$44.7K 0.01%
640
252
$44.6K 0.01%
410
-57
253
$44.2K 0.01%
455
254
$44.2K 0.01%
856
+189
255
$43.8K 0.01%
2,592
+101
256
$43.7K 0.01%
427
+2
257
$43.6K 0.01%
634
-64
258
$43.2K 0.01%
2,412
-445
259
$43.1K 0.01%
+200
260
$43.1K 0.01%
200
261
$42.6K 0.01%
2,642
-1,119
262
$42.6K 0.01%
320
263
$42.2K 0.01%
894
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264
$41.5K 0.01%
550
265
$40.9K 0.01%
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266
$39.9K 0.01%
11
267
$39.4K 0.01%
313
268
$38.4K 0.01%
500
269
$38.3K 0.01%
444
270
$37.8K 0.01%
118
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271
$37.8K 0.01%
650
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272
$37.3K 0.01%
1,344
-1,646
273
$37.2K 0.01%
223
274
$36.1K 0.01%
719
275
$36K 0.01%
350
+1
9 10
11
12 13