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
$243M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.56M
3
+$6.5M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.35M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.16M

Top Sells

1
+$14.2M
2
+$984K
3
+$962K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$895K
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$608K

Sector Composition

1 Technology 7.21%
2 Consumer Staples 5.14%
3 Healthcare 3.71%
4 Financials 2.85%
5 Consumer Discretionary 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$16.2K 0.01%
320
352
$16.1K 0.01%
43
353
$16.1K 0.01%
230
354
$16K 0.01%
1,000
355
$16K 0.01%
285
356
$15.8K 0.01%
+300
357
$15.7K 0.01%
275
358
$15.4K 0.01%
196
-40
359
$14.9K 0.01%
173
+1
360
$14.8K 0.01%
147
361
$14.5K 0.01%
290
-85
362
$14.4K 0.01%
800
363
$14.3K 0.01%
1,081
364
$14.3K 0.01%
150
365
$14K 0.01%
76
366
$13.7K 0.01%
500
367
$13.5K 0.01%
+550
368
$12.8K 0.01%
+188
369
$12.8K 0.01%
+94
370
$12.7K 0.01%
95
371
$12.6K 0.01%
20
-2
372
$12.6K 0.01%
70
373
$12.3K 0.01%
215
-15
374
$12K ﹤0.01%
22
375
$11.9K ﹤0.01%
150
-69
13 14
15
16 17