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

Top Buys

1
+$1.97M
2
+$1.95M
3
+$1.81M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.69M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.39M

Top Sells

1
+$2.12M
2
+$649K
3
+$582K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$492K
5
PLD icon
Prologis
PLD
+$358K

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%
+480
278
$35K 0.01%
412
279
$35K 0.01%
322
+88
280
$35K 0.01%
339
+1
281
$35K 0.01%
107
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282
$35K 0.01%
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+200
283
$35K 0.01%
146
+1
284
$34K 0.01%
84
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285
$33K 0.01%
198
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286
$33K 0.01%
500
+100
287
$33K 0.01%
459
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288
$33K 0.01%
400
289
$32K 0.01%
227
290
$32K 0.01%
1,110
291
$31K 0.01%
135
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292
$31K 0.01%
155
-200
293
$31K 0.01%
+810
294
$30K 0.01%
150
295
$29K 0.01%
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296
$29K 0.01%
444
297
$28K 0.01%
400
298
$28K 0.01%
134
-100
299
$28K 0.01%
280
-200
300
$28K 0.01%
900
10 11
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