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
$262M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$13.4M
3
+$6.29M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.13M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.5M

Top Sells

1
+$16.7M
2
+$4.09M
3
+$3.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.44M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$2.34M

Sector Composition

1 Technology 6.93%
2 Consumer Staples 4.42%
3 Healthcare 2.37%
4 Financials 2.14%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$19.3K 0.01%
852
327
$18.8K 0.01%
265
+1
328
$18.6K 0.01%
570
+3
329
$18.3K 0.01%
200
330
$17.8K 0.01%
227
-200
331
$17.6K 0.01%
330
332
$16.7K 0.01%
150
333
$16.6K 0.01%
1,415
334
$16.5K 0.01%
300
335
$16.4K 0.01%
78
-219
336
$16.2K 0.01%
160
337
$16.1K 0.01%
285
338
$16K 0.01%
76
339
$15.8K 0.01%
275
340
$15.7K 0.01%
317
341
$15.5K 0.01%
230
342
$15.5K 0.01%
301
-608
343
$15.4K 0.01%
+114
344
$15.2K 0.01%
104
+64
345
$15.1K 0.01%
750
-340
346
$15K 0.01%
22
347
$14.8K 0.01%
96
-26
348
$14.7K 0.01%
20
349
$14.7K 0.01%
196
350
$14.7K 0.01%
173
12 13
14
15 16