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AWM

Atticus Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
-$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.56M
3
+$742K
4
AAPL icon
Apple
AAPL
+$622K
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$486K

Top Sells

1
+$3.47M
2
+$1.29M
3
+$897K
4
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$886K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$741K

Sector Composition

1 Technology 7.35%
2 Consumer Staples 6.68%
3 Financials 4.76%
4 Communication Services 3.65%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2K ﹤0.01%
+23
277
$2K ﹤0.01%
+10
278
$2K ﹤0.01%
78
-57
279
$2K ﹤0.01%
130
-220
280
$2K ﹤0.01%
110
-120
281
$2K ﹤0.01%
49
+8
282
$1K ﹤0.01%
+33
283
$1K ﹤0.01%
+10
284
$1K ﹤0.01%
+20
285
$1K ﹤0.01%
2
+1
286
$1K ﹤0.01%
6
-7
287
$1K ﹤0.01%
6
-2
288
$1K ﹤0.01%
6
289
$1K ﹤0.01%
22
290
$1K ﹤0.01%
+8
291
$1K ﹤0.01%
+39
292
$1K ﹤0.01%
102
-86
293
$1K ﹤0.01%
30
294
$1K ﹤0.01%
+6
295
$1K ﹤0.01%
4
-2
296
$1K ﹤0.01%
5
297
$1K ﹤0.01%
+1
298
$1K ﹤0.01%
48
299
$1K ﹤0.01%
68
-121
300
– –
-64
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