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
$243M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.56M
3
+$6.5M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.35M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.16M

Top Sells

1
+$14.2M
2
+$984K
3
+$962K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$895K
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$608K

Sector Composition

1 Technology 7.21%
2 Consumer Staples 5.14%
3 Healthcare 3.71%
4 Financials 2.85%
5 Consumer Discretionary 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$39.6K 0.02%
1,000
277
$39.4K 0.02%
420
278
$39.3K 0.02%
607
-2
279
$38.1K 0.02%
580
280
$37.1K 0.02%
744
-12
281
$37K 0.02%
1,451
282
$36.9K 0.02%
95
+57
283
$36.2K 0.01%
719
-34
284
$35.8K 0.01%
427
285
$35K 0.01%
455
286
$35K 0.01%
299
-402
287
$34.8K 0.01%
81
-20
288
$34.3K 0.01%
600
289
$33.8K 0.01%
431
-45
290
$32.8K 0.01%
234
-15
291
$31.4K 0.01%
+216
292
$31.3K 0.01%
+343
293
$31.2K 0.01%
1,000
294
$31.1K 0.01%
667
-3,872
295
$30K 0.01%
147
+1
296
$29.7K 0.01%
+2,500
297
$28.9K 0.01%
1,016
298
$28.8K 0.01%
344
-51
299
$28.5K 0.01%
301
-21
300
$28.1K 0.01%
1,150
10 11
12
13 14