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
$210M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$6.37M
3
+$5.49M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.46M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.11M

Top Sells

1
+$5.1M
2
+$4.32M
3
+$2.95M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.26M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$2.24M

Sector Composition

1 Technology 7.9%
2 Consumer Staples 4.58%
3 Consumer Discretionary 3.85%
4 Communication Services 3.51%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$9K ﹤0.01%
672
+138
302
$9K ﹤0.01%
102
+52
303
$8K ﹤0.01%
98
-40
304
$7K ﹤0.01%
30
305
$7K ﹤0.01%
52
306
$6K ﹤0.01%
+90
307
$5K ﹤0.01%
44
+1
308
$4K ﹤0.01%
1,000
309
$4K ﹤0.01%
26
-43
310
$4K ﹤0.01%
30
-50
311
$4K ﹤0.01%
19
-566
312
$4K ﹤0.01%
24
313
$4K ﹤0.01%
71
314
$3K ﹤0.01%
23
-3,220
315
$3K ﹤0.01%
+100
316
$3K ﹤0.01%
117
-130
317
$2K ﹤0.01%
42
318
$2K ﹤0.01%
+100
319
$2K ﹤0.01%
+15
320
$2K ﹤0.01%
122
-984
321
$2K ﹤0.01%
96
-1,380
322
$2K ﹤0.01%
10
323
$1K ﹤0.01%
6
324
$1K ﹤0.01%
24
+1
325
$1K ﹤0.01%
6
11 12
13
14 15