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
$311M
AUM Growth
+$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.16M
3
+$761K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$575K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$430K

Top Sells

1
+$13.8M
2
+$8.3M
3
+$3.74M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$218K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$207K

Sector Composition

1 Technology 8.02%
2 Consumer Staples 3.58%
3 Healthcare 1.99%
4 Consumer Discretionary 1.94%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$45.8K 0.01%
200
252
$45.1K 0.01%
500
253
$44.5K 0.01%
2,752
+107
254
$44.4K 0.01%
185
255
$44.3K 0.01%
604
-38
256
$42.6K 0.01%
444
257
$42.1K 0.01%
10
258
$41.9K 0.01%
130
-46
259
$40.8K 0.01%
225
+1
260
$40.3K 0.01%
490
-10
261
$40.1K 0.01%
258
+1
262
$39.8K 0.01%
248
263
$38.6K 0.01%
550
264
$38.4K 0.01%
275
265
$38.3K 0.01%
490
-510
266
$38.1K 0.01%
353
+1
267
$37.7K 0.01%
500
268
$37.5K 0.01%
650
269
$37K 0.01%
+441
270
$37K 0.01%
+700
271
$36.6K 0.01%
900
272
$36.4K 0.01%
+1,290
273
$36.3K 0.01%
250
274
$36K 0.01%
+257
275
$34.8K 0.01%
400
9 10
11
12 13