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
$311M
AUM Growth
+$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.16M
3
+$761K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$575K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$430K

Top Sells

1
+$13.8M
2
+$8.3M
3
+$3.74M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$218K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$207K

Sector Composition

1 Technology 8.02%
2 Consumer Staples 3.58%
3 Healthcare 1.99%
4 Consumer Discretionary 1.94%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$28K 0.01%
570
-10
302
$28K 0.01%
270
303
$27.8K 0.01%
2,160
304
$27.1K 0.01%
100
305
$26.5K 0.01%
359
+3
306
$26.2K 0.01%
425
307
$26.1K 0.01%
1,102
+942
308
$26K 0.01%
1,500
309
$25.8K 0.01%
2,746
+44
310
$25.8K 0.01%
220
311
$24.9K 0.01%
317
312
$24.3K 0.01%
217
+40
313
$24.1K 0.01%
220
-7
314
$23.8K 0.01%
76
315
$23.3K 0.01%
1,713
-3
316
$23.1K 0.01%
437
+2
317
$23K 0.01%
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318
$22.8K 0.01%
600
319
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108
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320
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253
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$22.3K 0.01%
200
322
$22.1K 0.01%
384
-606
323
$21.8K 0.01%
500
324
$21.2K 0.01%
130
-4
325
$21.1K 0.01%
505
+255
11 12
13
14 15