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
$311M
AUM Growth
+$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.16M
3
+$761K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$575K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$430K

Top Sells

1
+$13.8M
2
+$8.3M
3
+$3.74M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$218K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$207K

Sector Composition

1 Technology 8.02%
2 Consumer Staples 3.58%
3 Healthcare 1.99%
4 Consumer Discretionary 1.94%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$10.9K ﹤0.01%
75
377
$10.8K ﹤0.01%
+495
378
$10.8K ﹤0.01%
840
379
$10.8K ﹤0.01%
250
380
$10.7K ﹤0.01%
239
381
$10.6K ﹤0.01%
80
-5
382
$10.5K ﹤0.01%
100
383
$10.4K ﹤0.01%
1,799
384
$10.3K ﹤0.01%
50
-918
385
$10.2K ﹤0.01%
903
386
$10.1K ﹤0.01%
37
-10
387
$10.1K ﹤0.01%
129
+94
388
$10K ﹤0.01%
18
389
$9.84K ﹤0.01%
332
+4
390
$9.83K ﹤0.01%
837
-23
391
$9.8K ﹤0.01%
90
-4
392
$9.64K ﹤0.01%
250
393
$9.61K ﹤0.01%
60
-6
394
$9.56K ﹤0.01%
136
-386
395
$9.52K ﹤0.01%
189
396
$9.5K ﹤0.01%
30
397
$9.47K ﹤0.01%
3,334
398
$9.11K ﹤0.01%
93
-2
399
$9.03K ﹤0.01%
1,854
400
$9K ﹤0.01%
40
-5
14 15
16
17 18