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
$243M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.56M
3
+$6.5M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.35M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.16M

Top Sells

1
+$14.2M
2
+$984K
3
+$962K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$895K
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$608K

Sector Composition

1 Technology 7.21%
2 Consumer Staples 5.14%
3 Healthcare 3.71%
4 Financials 2.85%
5 Consumer Discretionary 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$21.2K 0.01%
550
327
$20.7K 0.01%
+444
328
$20.3K 0.01%
180
-225
329
$19.9K 0.01%
264
+3
330
$19.9K 0.01%
390
331
$19.9K 0.01%
1,000
-64
332
$19.6K 0.01%
124
-30
333
$19.6K 0.01%
+1,140
334
$19.3K 0.01%
220
+2
335
$19.1K 0.01%
567
336
$18.9K 0.01%
300
337
$18.6K 0.01%
852
338
$18.4K 0.01%
200
339
$17.5K 0.01%
317
340
$17.5K 0.01%
122
341
$17.5K 0.01%
1,415
+305
342
$17.2K 0.01%
1,080
343
$17.1K 0.01%
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344
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459
345
$16.9K 0.01%
51
-19
346
$16.7K 0.01%
160
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347
$16.5K 0.01%
49
-31
348
$16.4K 0.01%
330
349
$16.4K 0.01%
216
-111
350
$16.4K 0.01%
256
-5,948
12 13
14
15 16