AWM

Atticus Wealth Management Portfolio holdings

AUM $370M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1 +$1.97M
2 +$1.95M
3 +$1.81M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.69M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.39M

Top Sells

1 +$2.12M
2 +$649K
3 +$582K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$492K
5
PLD icon
Prologis
PLD
+$358K

Sector Composition

1 Technology 8.73%
2 Consumer Staples 4.29%
3 Consumer Discretionary 3.58%
4 Financials 3.34%
5 Healthcare 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$18K 0.01%
+171
352
$17K 0.01%
+317
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217
+1
354
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124
356
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230
357
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1,165
358
$16K 0.01%
96
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359
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94
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360
$16K 0.01%
750
361
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524
+504
362
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363
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95
364
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760
365
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366
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188
367
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123
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368
$15K 0.01%
330
369
$15K 0.01%
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370
$15K 0.01%
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$14K 0.01%
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372
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61
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$14K 0.01%
50
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$14K 0.01%
+400