AWM

Atticus Wealth Management Portfolio holdings

AUM $396M
1-Year Est. Return 15.65%
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$6.37M
3
+$5.49M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.46M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.11M

Top Sells

1
+$5.1M
2
+$4.32M
3
+$2.95M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.26M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$2.24M

Sector Composition

1 Technology 7.9%
2 Consumer Staples 4.58%
3 Consumer Discretionary 3.85%
4 Communication Services 3.51%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$19K 0.01%
317
-300
277
$18K 0.01%
62
278
$17K 0.01%
156
-20
279
$17K 0.01%
172
-298
280
$17K 0.01%
300
281
$17K 0.01%
220
+2
282
$17K 0.01%
+100
283
$16K 0.01%
210
+1
284
$15K 0.01%
1,000
285
$15K 0.01%
2,000
286
$15K 0.01%
188
287
$15K 0.01%
800
288
$15K 0.01%
408
289
$14K 0.01%
192
+1
290
$14K 0.01%
546
+3
291
$14K 0.01%
150
292
$13K 0.01%
171
293
$13K 0.01%
+158
294
$11K 0.01%
200
295
$11K 0.01%
300
-500
296
$11K 0.01%
50
297
$10K ﹤0.01%
+85
298
$10K ﹤0.01%
500
299
$9K ﹤0.01%
154
-49
300
$9K ﹤0.01%
25
10 11
12
13 14