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
$207M
AUM Growth
-$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$10.6K

Top Sells

1
+$38.8M
2
+$25.9M
3
+$6.42M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$5.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.02M

Sector Composition

1 Technology 9.45%
2 Consumer Staples 5.98%
3 Healthcare 4.55%
4 Consumer Discretionary 3.46%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$32K 0.02%
1,451
277
$32K 0.02%
231
278
$32K 0.02%
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279
$31K 0.02%
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280
$31K 0.02%
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281
$30K 0.01%
395
282
$30K 0.01%
322
283
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292
284
$30K 0.01%
101
285
$30K 0.01%
228
286
$29K 0.01%
330
287
$29K 0.01%
911
288
$29K 0.01%
146
289
$28K 0.01%
250
290
$28K 0.01%
412
291
$27K 0.01%
600
292
$27K 0.01%
288
293
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173
294
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550
295
$27K 0.01%
327
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$25K 0.01%
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297
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$25K 0.01%
84
299
$24K 0.01%
386
300
$22K 0.01%
216
10 11
12
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