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
$262M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$13.4M
3
+$6.29M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.13M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.5M

Top Sells

1
+$16.7M
2
+$4.09M
3
+$3.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.44M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$10.8K ﹤0.01%
145
-1,409
377
$10.8K ﹤0.01%
70
378
$10.7K ﹤0.01%
840
379
$10.6K ﹤0.01%
250
380
$10.6K ﹤0.01%
94
381
$10.3K ﹤0.01%
1,000
382
$10.1K ﹤0.01%
750
383
$9.77K ﹤0.01%
267
384
$9.67K ﹤0.01%
206
+2
385
$9.64K ﹤0.01%
436
386
$9.26K ﹤0.01%
26
-17
387
$9.18K ﹤0.01%
83
388
$9.07K ﹤0.01%
+303
389
$8.98K ﹤0.01%
580
+100
390
$8.84K ﹤0.01%
40
391
$8.84K ﹤0.01%
100
392
$8.69K ﹤0.01%
473
393
$8.54K ﹤0.01%
38
-3
394
$8.51K ﹤0.01%
88
-213
395
$8.35K ﹤0.01%
25
396
$8.17K ﹤0.01%
200
397
$7.93K ﹤0.01%
18
398
$7.81K ﹤0.01%
+56
399
$7.8K ﹤0.01%
79
-141
400
$7.8K ﹤0.01%
66
14 15
16
17 18