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
$274M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$2.01M
2
+$1.91M
3
+$1.74M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.67M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.37M

Top Sells

1
+$2.09M
2
+$640K
3
+$536K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$485K
5
PLD icon
Prologis
PLD
+$339K

Sector Composition

1 Technology 8.73%
2 Consumer Staples 4.29%
3 Consumer Discretionary 3.58%
4 Financials 3.34%
5 Healthcare 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$36K 0.01%
82
-100
277
$35K 0.01%
584
+4
278
$35K 0.01%
2,515
+200
279
$35K 0.01%
107
+7
280
$35K 0.01%
339
+1
281
$35K 0.01%
322
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282
$35K 0.01%
412
283
$35K 0.01%
+480
284
$34K 0.01%
84
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285
$33K 0.01%
400
286
$33K 0.01%
459
+176
287
$33K 0.01%
500
+100
288
$33K 0.01%
198
-198
289
$32K 0.01%
1,110
290
$32K 0.01%
227
291
$31K 0.01%
+810
292
$31K 0.01%
155
-200
293
$31K 0.01%
135
-150
294
$30K 0.01%
150
295
$29K 0.01%
444
296
$29K 0.01%
2,160
297
$28K 0.01%
900
298
$28K 0.01%
280
-200
299
$28K 0.01%
134
-100
300
$28K 0.01%
400
10 11
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