AWM

Atticus Wealth Management Portfolio holdings

AUM $405M
1-Year Est. Return 16.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$210M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.55M
2
+$6.39M
3
+$5.54M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.42M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.08M

Top Sells

1
+$5.21M
2
+$4.32M
3
+$2.93M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.23M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$2.21M

Sector Composition

1 Technology 7.9%
2 Consumer Staples 4.58%
3 Consumer Discretionary 3.85%
4 Communication Services 3.51%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1K ﹤0.01%
39
327
$1K ﹤0.01%
+20
328
$1K ﹤0.01%
6
329
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35
330
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34
331
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2
332
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6
333
$1K ﹤0.01%
21
334
$1K ﹤0.01%
+27
335
$1K ﹤0.01%
+78
336
$1K ﹤0.01%
28
-1,946
337
$1K ﹤0.01%
1
338
$1K ﹤0.01%
3
339
$1K ﹤0.01%
47
340
– –
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341
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342
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343
– –
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344
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345
$0 ﹤0.01%
3
346
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5
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348
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2
349
$0 ﹤0.01%
3
350
– –
-300
11 12 13
14
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