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AWM

Atticus Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$168M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$1.58M
2
+$848K
3
+$780K
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$743K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$594K

Top Sells

1
+$785K
2
+$572K
3
+$475K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$431K
5
CME icon
CME Group
CME
+$405K

Sector Composition

1 Technology 9.5%
2 Consumer Staples 5.45%
3 Consumer Discretionary 4.36%
4 Communication Services 3.81%
5 Healthcare 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1K ﹤0.01%
6
-2,403
302
$1K ﹤0.01%
23
-2,415
303
$1K ﹤0.01%
6
304
$1K ﹤0.01%
6
305
$1K ﹤0.01%
8
306
$1K ﹤0.01%
38
307
$1K ﹤0.01%
+20
308
$1K ﹤0.01%
18
+11
309
$1K ﹤0.01%
1
310
$1K ﹤0.01%
3
311
$1K ﹤0.01%
47
312
$1K ﹤0.01%
+1,000
313
$1K ﹤0.01%
660
314
– –
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315
$0 ﹤0.01%
2
316
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-500
317
– –
-263
318
– –
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$0 ﹤0.01%
3
320
$0 ﹤0.01%
4
321
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-300
322
– –
-1,125
323
$0 ﹤0.01%
6
324
– –
-142
325
$0 ﹤0.01%
2
10 11 12
13
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