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
$306M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$3.42M
3
+$3.21M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$652K
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$599K

Top Sells

1
+$6.79M
2
+$1.26M
3
+$806K
4
AAPL icon
Apple
AAPL
+$715K
5
AXP icon
American Express
AXP
+$569K

Sector Composition

1 Technology 7.09%
2 Consumer Staples 3.88%
3 Healthcare 2.24%
4 Consumer Discretionary 2.01%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$11.9K ﹤0.01%
125
377
$11.7K ﹤0.01%
250
378
$11.6K ﹤0.01%
197
379
$11.5K ﹤0.01%
200
380
$11.5K ﹤0.01%
94
381
$11.3K ﹤0.01%
78
+1
382
$11.1K ﹤0.01%
277
-1
383
$11.1K ﹤0.01%
+250
384
$11K ﹤0.01%
+520
385
$11K ﹤0.01%
255
386
$10.9K ﹤0.01%
45
387
$10.9K ﹤0.01%
150
388
$10.9K ﹤0.01%
281
-122
389
$10.8K ﹤0.01%
36
-12
390
$10.7K ﹤0.01%
1,000
391
$10.5K ﹤0.01%
840
392
$10.4K ﹤0.01%
100
393
$10.4K ﹤0.01%
30
-47
394
$10.3K ﹤0.01%
738
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395
$10.3K ﹤0.01%
75
396
$10.2K ﹤0.01%
414
397
$10.2K ﹤0.01%
135
-120
398
$10.1K ﹤0.01%
18
399
$10K ﹤0.01%
81
-299
400
$9.92K ﹤0.01%
436
14 15
16
17 18