AWM

Atticus Wealth Management Portfolio holdings

AUM $370M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$5.93M
3
+$3.38M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.55M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.39M

Top Sells

1
+$6.71M
2
+$3.25M
3
+$2.66M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.54M
5
OEF icon
iShares S&P 100 ETF
OEF
+$1.7M

Sector Composition

1 Technology 9.1%
2 Consumer Staples 5.4%
3 Consumer Discretionary 4.01%
4 Financials 3.91%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
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-22
327
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-750
328
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-1,750
329
$0 ﹤0.01%
6
-2,379
330
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331
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-40
332
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-675
333
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334
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-1,969
335
$0 ﹤0.01%
2
336
$0 ﹤0.01%
3
337
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-11,830
338
– –
-1,108
339
– –
-100
340
$0 ﹤0.01%
47
+2
341
– –
-4,866
10 11 12 13
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