AWM

Atticus Wealth Management Portfolio holdings

AUM $370M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
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 +$2.48M
2 +$1.32M
3 +$561K
4
AAPL icon
Apple
AAPL
+$537K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$459K

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%
+20
283
$1K ﹤0.01%
+33
284
$1K ﹤0.01%
+10
285
$1K ﹤0.01%
2
+1
286
$1K ﹤0.01%
+39
287
$1K ﹤0.01%
102
-86
288
$1K ﹤0.01%
30
289
$1K ﹤0.01%
+6
290
$1K ﹤0.01%
4
-2
291
$1K ﹤0.01%
48
292
$1K ﹤0.01%
68
-121
293
$1K ﹤0.01%
6
-7
294
$1K ﹤0.01%
6
-2
295
$1K ﹤0.01%
6
296
$1K ﹤0.01%
22
297
$1K ﹤0.01%
+8
298
$1K ﹤0.01%
5
299
$1K ﹤0.01%
+1
300
-203