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
$311M
AUM Growth
+$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.16M
3
+$761K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$575K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$430K

Top Sells

1
+$13.8M
2
+$8.3M
3
+$3.74M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$218K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$207K

Sector Composition

1 Technology 8.02%
2 Consumer Staples 3.58%
3 Healthcare 1.99%
4 Consumer Discretionary 1.94%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$16.1K 0.01%
66
352
$15.9K 0.01%
150
353
$15.7K 0.01%
250
354
$15.4K ﹤0.01%
306
+2
355
$15.3K ﹤0.01%
337
+17
356
$15.1K ﹤0.01%
320
-10
357
$15K ﹤0.01%
239
+2
358
$15K ﹤0.01%
220
-7
359
$14.9K ﹤0.01%
+7,425
360
$14.7K ﹤0.01%
1,000
361
$14.5K ﹤0.01%
120
-4
362
$14.5K ﹤0.01%
38
363
$14.4K ﹤0.01%
220
-10
364
$14K ﹤0.01%
127
365
$13.9K ﹤0.01%
1,299
366
$13.9K ﹤0.01%
178
367
$13.7K ﹤0.01%
219
+2
368
$13.5K ﹤0.01%
414
369
$13.2K ﹤0.01%
455
+4
370
$13K ﹤0.01%
200
371
$12.9K ﹤0.01%
79
372
$12.8K ﹤0.01%
780
373
$12.7K ﹤0.01%
176
374
$11.7K ﹤0.01%
190
375
$11.7K ﹤0.01%
20
13 14
15
16 17