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
$168M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$848K
3
+$780K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$743K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$594K

Top Sells

1
+$785K
2
+$572K
3
+$475K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$431K
5
CME icon
CME Group
CME
+$405K

Sector Composition

1 Technology 9.5%
2 Consumer Staples 5.45%
3 Consumer Discretionary 4.36%
4 Communication Services 3.81%
5 Healthcare 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$5K ﹤0.01%
+20
277
$5K ﹤0.01%
50
278
$5K ﹤0.01%
45
+1
279
$4K ﹤0.01%
+23
280
$4K ﹤0.01%
18
-15
281
$4K ﹤0.01%
43
282
$4K ﹤0.01%
+50
283
$4K ﹤0.01%
1,000
284
$4K ﹤0.01%
+300
285
$4K ﹤0.01%
+300
286
$4K ﹤0.01%
+50
287
$3K ﹤0.01%
69
+2
288
$3K ﹤0.01%
28
289
$2K ﹤0.01%
500
-5,000
290
$2K ﹤0.01%
+10
291
$2K ﹤0.01%
35
-200
292
$2K ﹤0.01%
+181
293
$2K ﹤0.01%
24
-10
294
$2K ﹤0.01%
42
295
$1K ﹤0.01%
660
296
$1K ﹤0.01%
+1,000
297
$1K ﹤0.01%
47
298
$1K ﹤0.01%
3
299
$1K ﹤0.01%
1
300
$1K ﹤0.01%
18
+11
10 11
12
13 14