AWM

Atticus Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
-$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$9.21K

Top Sells

1
+$6.42M
2
+$5.8M
3
+$5.02M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.58M
5
MPT
Medical Properties Trust
MPT
+$2.01M

Sector Composition

1 Technology 9.44%
2 Consumer Staples 5.98%
3 Healthcare 4.55%
4 Consumer Discretionary 3.46%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$10K ﹤0.01%
380
377
$10K ﹤0.01%
22
378
$10K ﹤0.01%
100
379
$10K ﹤0.01%
70
380
$9K ﹤0.01%
52
381
$9K ﹤0.01%
410
382
$9K ﹤0.01%
36
383
$9K ﹤0.01%
380
384
$9K ﹤0.01%
100
385
$9K ﹤0.01%
33
386
$9K ﹤0.01%
215
387
$9K ﹤0.01%
404
388
$9K ﹤0.01%
200
389
$9K ﹤0.01%
58
390
$9K ﹤0.01%
473
391
$8K ﹤0.01%
44
392
$8K ﹤0.01%
120
393
$8K ﹤0.01%
106
394
$8K ﹤0.01%
750
395
$8K ﹤0.01%
83
396
$8K ﹤0.01%
436
397
$8K ﹤0.01%
41
398
$7K ﹤0.01%
397
399
$7K ﹤0.01%
267
400
$7K ﹤0.01%
236
14 15
16
17 18