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

Top Buys

1
+$9.21K

Top Sells

1
+$6.42M
2
+$5.8M
3
+$5.02M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.58M
5
MPT
Medical Properties Trust
MPT
+$2.01M

Sector Composition

1 Technology 9.44%
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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$31K 0.02%
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280
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962
281
$30K 0.01%
292
282
$30K 0.01%
395
283
$30K 0.01%
322
284
$30K 0.01%
101
285
$30K 0.01%
228
286
$29K 0.01%
146
287
$29K 0.01%
330
288
$29K 0.01%
911
289
$28K 0.01%
250
290
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412
291
$27K 0.01%
600
292
$27K 0.01%
288
293
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173
294
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550
295
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327
296
$25K 0.01%
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297
$25K 0.01%
84
298
$25K 0.01%
400
299
$24K 0.01%
386
300
$22K 0.01%
70
10 11
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