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
$243M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.56M
3
+$6.5M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.35M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.16M

Top Sells

1
+$14.2M
2
+$984K
3
+$962K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$895K
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$608K

Sector Composition

1 Technology 7.21%
2 Consumer Staples 5.14%
3 Healthcare 3.71%
4 Financials 2.85%
5 Consumer Discretionary 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$11.7K ﹤0.01%
25
+10
377
$11.7K ﹤0.01%
66
-64
378
$11.4K ﹤0.01%
250
379
$11.3K ﹤0.01%
267
380
$11.2K ﹤0.01%
7,195
381
$10.9K ﹤0.01%
141
-3,917
382
$10.7K ﹤0.01%
840
-325
383
$10.7K ﹤0.01%
85
-5
384
$10.6K ﹤0.01%
1,425
385
$10.3K ﹤0.01%
94
-16
386
$10.1K ﹤0.01%
149
-60
387
$10.1K ﹤0.01%
1,000
388
$9.73K ﹤0.01%
41
-3
389
$9.6K ﹤0.01%
436
390
$9.33K ﹤0.01%
225
-103
391
$9.23K ﹤0.01%
204
-235
392
$9.18K ﹤0.01%
750
393
$9.11K ﹤0.01%
156
+1
394
$9.09K ﹤0.01%
189
395
$8.85K ﹤0.01%
480
+100
396
$8.67K ﹤0.01%
+40
397
$8.38K ﹤0.01%
83
398
$8.33K ﹤0.01%
473
399
$8.3K ﹤0.01%
50
400
$8.06K ﹤0.01%
100
14 15
16
17 18