AWM

Atticus Wealth Management Portfolio holdings

AUM $370M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$274M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1 +$1.97M
2 +$1.95M
3 +$1.81M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.69M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.39M

Top Sells

1 +$2.12M
2 +$649K
3 +$582K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$492K
5
PLD icon
Prologis
PLD
+$358K

Sector Composition

1 Technology 8.73%
2 Consumer Staples 4.29%
3 Consumer Discretionary 3.58%
4 Financials 3.34%
5 Healthcare 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$14K 0.01%
172
377
$14K 0.01%
280
378
$14K 0.01%
90
+16
379
$13K ﹤0.01%
1,000
380
$13K ﹤0.01%
+85
381
$13K ﹤0.01%
106
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382
$13K ﹤0.01%
43
-11
383
$13K ﹤0.01%
285
384
$13K ﹤0.01%
+20
385
$13K ﹤0.01%
219
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386
$13K ﹤0.01%
+55
387
$12K ﹤0.01%
200
388
$12K ﹤0.01%
215
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389
$12K ﹤0.01%
+450
390
$12K ﹤0.01%
70
391
$12K ﹤0.01%
137
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392
$12K ﹤0.01%
205
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$12K ﹤0.01%
100
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$12K ﹤0.01%
196
395
$11K ﹤0.01%
28
+22
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$11K ﹤0.01%
+58
397
$11K ﹤0.01%
430
398
$11K ﹤0.01%
100
399
$11K ﹤0.01%
299
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400
$11K ﹤0.01%
185
-800