AWM
Atticus Wealth Management Portfolio holdings
AUM
$370M
1-Year Return
13.35%
This Quarter Return
+5.24%
1 Year Return
+13.35%
3 Year Return
+51.11%
5 Year Return
+85.6%
10 Year Return
–
AUM
$262M
AUM Growth
+$18.5M
(+7.6%)
Cap. Flow
+$6.28M
Cap. Flow
% of AUM
2.4%
Top 10 Holdings %
Top 10 Hldgs %
53.69%
Holding
593
New
58
Increased
95
Reduced
162
Closed
49
Top Buys
| 1 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$23M |
| 2 |
SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$13.4M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$6.29M |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
+$5.13M |
| 5 |
First Trust Preferred Securities and Income ETF
FPE
|
+$2.5M |
Top Sells
| 1 |
iShares Short Treasury Bond ETF
SHV
|
+$16.7M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
+$4.09M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
+$3.47M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.44M |
| 5 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$2.34M |
Sector Composition
| 1 | Technology | 6.93% |
| 2 | Consumer Staples | 4.42% |
| 3 | Healthcare | 2.37% |
| 4 | Financials | 2.14% |
| 5 | Consumer Discretionary | 1.96% |
