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%
9
-447
277
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33
-4
278
$2K ﹤0.01%
+16
279
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28
-54
280
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+44
281
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+100
282
$1K ﹤0.01%
68
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48
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+1
285
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286
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+33
287
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2
+1
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6
-7
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6
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6
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$1K ﹤0.01%
102
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30
297
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+6
298
$1K ﹤0.01%
4
-2
299
$1K ﹤0.01%
5
300
– –
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