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
$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%
48
352
$17K 0.01%
1,165
353
$17K 0.01%
+317
354
$17K 0.01%
217
+1
355
$17K 0.01%
+339
356
$17K 0.01%
124
357
$17K 0.01%
230
358
$16K 0.01%
96
+16
359
$16K 0.01%
94
+54
360
$16K 0.01%
750
361
$16K 0.01%
524
+504
362
$15K 0.01%
+245
363
$15K 0.01%
+275
364
$15K 0.01%
+22
365
$15K 0.01%
95
366
$15K 0.01%
760
367
$15K 0.01%
+417
368
$15K 0.01%
188
369
$15K 0.01%
123
-120
370
$15K 0.01%
330
371
$14K 0.01%
+156
372
$14K 0.01%
+140
373
$14K 0.01%
61
+5
374
$14K 0.01%
50
-100
375
$14K 0.01%
+400
13 14
15
16 17