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
$262M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$13.4M
3
+$6.29M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.13M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.5M

Top Sells

1
+$16.7M
2
+$4.09M
3
+$3.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.44M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$2.34M

Sector Composition

1 Technology 6.93%
2 Consumer Staples 4.42%
3 Healthcare 2.37%
4 Financials 2.14%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$37.3K 0.01%
580
277
$36.7K 0.01%
+1,294
278
$36.2K 0.01%
295
-4
279
$35.7K 0.01%
1,000
280
$35.2K 0.01%
411
+67
281
$33.3K 0.01%
1,057
282
$33.2K 0.01%
1,640
+500
283
$33.1K 0.01%
455
284
$32.8K 0.01%
2,515
285
$32.5K 0.01%
667
286
$32.5K 0.01%
+827
287
$32.2K 0.01%
344
+1
288
$31.9K 0.01%
611
-1,908
289
$31.2K 0.01%
148
+1
290
$31.2K 0.01%
2,500
291
$30.6K 0.01%
764
-419
292
$29.5K 0.01%
600
293
$28.2K 0.01%
400
294
$28.2K 0.01%
135
+3
295
$27.5K 0.01%
+1,586
296
$27.3K 0.01%
324
-107
297
$27.3K 0.01%
800
-1,250
298
$27K 0.01%
+1,154
299
$26.6K 0.01%
922
+19
300
$26.5K 0.01%
386
10 11
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