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
$306M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$3.42M
3
+$3.21M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$652K
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$599K

Top Sells

1
+$6.79M
2
+$1.26M
3
+$806K
4
AAPL icon
Apple
AAPL
+$715K
5
AXP icon
American Express
AXP
+$569K

Sector Composition

1 Technology 7.09%
2 Consumer Staples 3.88%
3 Healthcare 2.24%
4 Consumer Discretionary 2.01%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$15.6K 0.01%
50
352
$15.6K 0.01%
124
353
$15.3K 0.01%
550
354
$15.2K 0.01%
150
355
$15K ﹤0.01%
136
-10
356
$14.9K ﹤0.01%
1,299
357
$14.9K ﹤0.01%
225
358
$14.7K ﹤0.01%
579
359
$14.6K ﹤0.01%
150
360
$14.5K ﹤0.01%
600
361
$14.3K ﹤0.01%
800
362
$14.3K ﹤0.01%
25
363
$14.2K ﹤0.01%
330
364
$14K ﹤0.01%
1,000
365
$13.6K ﹤0.01%
216
+2
366
$13.6K ﹤0.01%
227
367
$13.4K ﹤0.01%
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$13.4K ﹤0.01%
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369
$13.2K ﹤0.01%
38
370
$13K ﹤0.01%
147
371
$13K ﹤0.01%
+162
372
$12.5K ﹤0.01%
176
373
$12.4K ﹤0.01%
230
374
$12.3K ﹤0.01%
85
375
$12.2K ﹤0.01%
78
13 14
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