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
$262M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$13.4M
3
+$6.29M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.13M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.5M

Top Sells

1
+$16.7M
2
+$4.09M
3
+$3.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.44M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$2.34M

Sector Composition

1 Technology 6.93%
2 Consumer Staples 4.42%
3 Healthcare 2.37%
4 Financials 2.14%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$25.7K 0.01%
247
302
$25.5K 0.01%
250
303
$25.1K 0.01%
444
304
$24.9K 0.01%
2,160
305
$24.8K 0.01%
+120
306
$24.7K 0.01%
900
307
$24.3K 0.01%
400
308
$23.7K 0.01%
355
309
$23.6K 0.01%
550
310
$23.4K 0.01%
+563
311
$22.9K 0.01%
491
312
$22.5K 0.01%
221
+1
313
$22.2K 0.01%
+159
314
$22.2K 0.01%
244
315
$21.9K 0.01%
113
316
$21.3K 0.01%
300
317
$21.2K 0.01%
134
-100
318
$20.9K 0.01%
225
-250
319
$20.9K 0.01%
178
-357
320
$20.8K 0.01%
816
-334
321
$20.7K 0.01%
195
-35
322
$20.5K 0.01%
390
323
$20.3K 0.01%
+2,463
324
$19.8K 0.01%
1,000
325
$19.5K 0.01%
124
11 12
13
14 15