AWM

Atticus Wealth Management Portfolio holdings

AUM $405M
1-Year Est. Return 16.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.99%
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
+$6.55M
2
+$6.39M
3
+$5.54M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.42M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.08M

Top Sells

1
+$5.21M
2
+$4.32M
3
+$2.93M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.23M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$2.21M

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%
250
-50
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$18K 0.01%
62
278
$17K 0.01%
156
-20
279
$17K 0.01%
172
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$17K 0.01%
300
281
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220
+2
282
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+100
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$16K 0.01%
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+1
284
$15K 0.01%
800
285
$15K 0.01%
408
286
$15K 0.01%
1,000
287
$15K 0.01%
2,000
288
$15K 0.01%
188
289
$14K 0.01%
150
290
$14K 0.01%
192
+1
291
$14K 0.01%
546
+3
292
$13K 0.01%
171
293
$13K 0.01%
+158
294
$11K 0.01%
300
-500
295
$11K 0.01%
50
296
$11K 0.01%
200
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