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
$124M
AUM Growth
-$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.32M
3
+$561K
4
AAPL icon
Apple
AAPL
+$537K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$459K

Top Sells

1
+$3.43M
2
+$1M
3
+$883K
4
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$807K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$741K

Sector Composition

1 Technology 7.35%
2 Consumer Staples 6.68%
3 Financials 4.76%
4 Communication Services 3.65%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-9
352
– –
-20
353
– –
-21
354
– –
-4
355
– –
-10
356
– –
-16
357
– –
-13
358
– –
-23
359
– –
-29
360
– –
-9
361
– –
-29
362
– –
-1,598
363
– –
-43
364
– –
-1
365
– –
-3
366
$0 ﹤0.01%
+4
367
– –
-2,196
368
– –
-5
369
– –
-20
370
– –
-9
371
– –
-6
372
– –
-3
373
– –
-2,406
374
– –
-46
375
– –
-11
13 14
15
16 17