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
$262M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$13.4M
3
+$6.29M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.13M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.5M

Top Sells

1
+$16.7M
2
+$4.09M
3
+$3.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.44M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$2.34M

Sector Composition

1 Technology 6.93%
2 Consumer Staples 4.42%
3 Healthcare 2.37%
4 Financials 2.14%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$14.6K 0.01%
500
352
$14.6K 0.01%
181
-914
353
$14.6K 0.01%
382
-3,118
354
$14.2K 0.01%
400
-286
355
$14K 0.01%
800
356
$13.9K 0.01%
95
357
$13.7K 0.01%
132
-3,307
358
$13.5K 0.01%
550
359
$13.4K 0.01%
188
360
$13.2K 0.01%
216
+1
361
$13.1K 0.01%
189
-2,027
362
$12.9K ﹤0.01%
147
363
$12.9K ﹤0.01%
+303
364
$12.7K ﹤0.01%
1,425
365
$12.6K ﹤0.01%
127
-354
366
$12.4K ﹤0.01%
+177
367
$12.3K ﹤0.01%
230
+81
368
$11.8K ﹤0.01%
150
369
$11.5K ﹤0.01%
+1,000
370
$11.4K ﹤0.01%
85
371
$11.3K ﹤0.01%
141
372
$11.2K ﹤0.01%
50
373
$11.2K ﹤0.01%
7,040
-155
374
$11.1K ﹤0.01%
1,361
375
$10.9K ﹤0.01%
189
13 14
15
16 17