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
$207M
AUM Growth
-$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$10.6K

Top Sells

1
+$38.8M
2
+$25.9M
3
+$6.42M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$5.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.02M

Sector Composition

1 Technology 9.45%
2 Consumer Staples 5.98%
3 Healthcare 4.55%
4 Consumer Discretionary 3.46%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$14K 0.01%
94
352
$14K 0.01%
95
353
$14K 0.01%
328
354
$14K 0.01%
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355
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356
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357
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358
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279
359
$13K 0.01%
500
360
$13K 0.01%
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361
$13K 0.01%
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362
$12K 0.01%
393
363
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156
364
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285
365
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366
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22
367
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368
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110
369
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370
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$10K ﹤0.01%
22
374
$10K ﹤0.01%
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$10K ﹤0.01%
70
13 14
15
16 17