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
$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
State Street Financial Select Sector SPDR ETF
XLF
+$1.55M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
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
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327
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328
$0 ﹤0.01%
2
329
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3
330
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331
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332
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333
$0 ﹤0.01%
47
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334
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-4,866
335
$0 ﹤0.01%
1
336
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337
$0 ﹤0.01%
+1
338
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-244
339
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-48
340
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-68
341
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-1,795
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