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
$311M
AUM Growth
+$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.16M
3
+$761K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$575K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$430K

Top Sells

1
+$13.8M
2
+$8.3M
3
+$3.74M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$218K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$207K

Sector Composition

1 Technology 8.02%
2 Consumer Staples 3.58%
3 Healthcare 1.99%
4 Consumer Discretionary 1.94%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$34.7K 0.01%
83
-3
277
$34.3K 0.01%
593
278
$33.5K 0.01%
+2,507
279
$33.5K 0.01%
322
-2
280
$33.4K 0.01%
2,964
281
$33.4K 0.01%
1,000
282
$33.4K 0.01%
300
283
$32.6K 0.01%
+500
284
$32.3K 0.01%
261
-10
285
$32.1K 0.01%
333
+1
286
$32.1K 0.01%
603
+138
287
$31.7K 0.01%
110
-3
288
$31.5K 0.01%
150
289
$31.2K 0.01%
320
-10
290
$30.4K 0.01%
530
291
$30.3K 0.01%
1,066
+630
292
$29.8K 0.01%
1,057
293
$29.4K 0.01%
195
294
$29.1K 0.01%
372
295
$29.1K 0.01%
+781
296
$29K 0.01%
816
297
$29K 0.01%
344
298
$28.7K 0.01%
139
-100
299
$28.5K 0.01%
20
300
$28.5K 0.01%
491
10 11
12
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