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

Top Buys

1
+$1.57M
2
+$848K
3
+$779K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$768K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$588K

Top Sells

1
+$796K
2
+$565K
3
+$430K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$424K
5
CME icon
CME Group
CME
+$401K

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%
14
+5
277
$5K ﹤0.01%
+20
278
$5K ﹤0.01%
50
279
$4K ﹤0.01%
18
-15
280
$4K ﹤0.01%
43
281
$4K ﹤0.01%
+50
282
$4K ﹤0.01%
1,000
283
$4K ﹤0.01%
+23
284
$4K ﹤0.01%
+300
285
$4K ﹤0.01%
+300
286
$4K ﹤0.01%
+50
287
$3K ﹤0.01%
28
288
$3K ﹤0.01%
69
+2
289
$2K ﹤0.01%
42
290
$2K ﹤0.01%
24
-10
291
$2K ﹤0.01%
+181
292
$2K ﹤0.01%
35
-200
293
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+10
294
$2K ﹤0.01%
500
-5,000
295
$1K ﹤0.01%
35
296
$1K ﹤0.01%
+2
297
$1K ﹤0.01%
33
298
$1K ﹤0.01%
83
299
$1K ﹤0.01%
10
300
$1K ﹤0.01%
2
10 11
12
13 14