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
$210M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$6.37M
3
+$5.49M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.46M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.11M

Top Sells

1
+$5.1M
2
+$4.32M
3
+$2.95M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.26M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$2.24M

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%
8
327
$1K ﹤0.01%
39
328
$1K ﹤0.01%
21
329
$1K ﹤0.01%
+20
330
$1K ﹤0.01%
+27
331
$1K ﹤0.01%
47
332
$1K ﹤0.01%
6
333
$1K ﹤0.01%
35
334
$1K ﹤0.01%
34
335
$1K ﹤0.01%
2
336
$1K ﹤0.01%
+78
337
$1K ﹤0.01%
28
-1,946
338
$1K ﹤0.01%
1
339
$1K ﹤0.01%
3
340
– –
-296
341
$0 ﹤0.01%
2
342
– –
-28
343
$0 ﹤0.01%
1
344
– –
-150
345
– –
-1,094
346
– –
-233
347
$0 ﹤0.01%
3
348
– –
-573
349
$0 ﹤0.01%
5
-295
350
– –
-50
11 12 13
14
15