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
$124M
AUM Growth
-$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.32M
3
+$561K
4
AAPL icon
Apple
AAPL
+$537K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$459K

Top Sells

1
+$3.43M
2
+$1M
3
+$883K
4
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$807K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$741K

Sector Composition

1 Technology 7.35%
2 Consumer Staples 6.68%
3 Financials 4.76%
4 Communication Services 3.65%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
– –
-25
302
– –
-1,200
303
– –
-18
304
– –
-11
305
– –
-295
306
– –
-48
307
– –
-26
308
– –
-66
309
$0 ﹤0.01%
2
310
$0 ﹤0.01%
+3
311
$0 ﹤0.01%
+3
312
– –
-17
313
– –
-42
314
– –
-7,215
315
– –
-59
316
$0 ﹤0.01%
+45
317
– –
-10
318
– –
-20
319
– –
-29
320
$0 ﹤0.01%
+1
321
– –
-2,362
322
– –
-29
323
– –
-11
324
– –
-103
325
– –
-67
11 12
13
14 15