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
$243M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.56M
3
+$6.5M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.35M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.16M

Top Sells

1
+$14.2M
2
+$984K
3
+$962K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$895K
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$608K

Sector Composition

1 Technology 7.21%
2 Consumer Staples 5.14%
3 Healthcare 3.71%
4 Financials 2.85%
5 Consumer Discretionary 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$28K 0.01%
+400
302
$27.1K 0.01%
317
-13
303
$27K 0.01%
291
+191
304
$26.8K 0.01%
884
-27
305
$26.8K 0.01%
+1,057
306
$26.8K 0.01%
288
-4
307
$26.7K 0.01%
230
-12
308
$26.6K 0.01%
161
-12
309
$26.4K 0.01%
+1,250
310
$26.2K 0.01%
1,090
+215
311
$25.6K 0.01%
+1,282
312
$25.5K 0.01%
2,515
313
$25.4K 0.01%
400
314
$25.3K 0.01%
247
-41
315
$25.2K 0.01%
+900
316
$25.1K 0.01%
132
+99
317
$24.9K 0.01%
113
318
$24.3K 0.01%
386
319
$24.1K 0.01%
686
-530
320
$24K 0.01%
2,160
321
$22.8K 0.01%
491
322
$22.7K 0.01%
244
-22
323
$22K 0.01%
250
324
$22K 0.01%
220
-8
325
$21.9K 0.01%
355
-8,648
11 12
13
14 15