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
$274M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.95M
3
+$1.81M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.69M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.39M

Top Sells

1
+$2.12M
2
+$649K
3
+$582K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$492K
5
PLD icon
Prologis
PLD
+$358K

Sector Composition

1 Technology 8.73%
2 Consumer Staples 4.29%
3 Consumer Discretionary 3.58%
4 Financials 3.34%
5 Healthcare 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$10K ﹤0.01%
46
+16
402
$10K ﹤0.01%
24
+17
403
$10K ﹤0.01%
100
404
$10K ﹤0.01%
100
405
$10K ﹤0.01%
+36
406
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80
+5
407
$10K ﹤0.01%
+473
408
$10K ﹤0.01%
155
409
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436
410
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37
-187
411
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50
412
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20
+16
413
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78
-2
414
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+18
415
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114
-152
416
$8K ﹤0.01%
+44
417
$8K ﹤0.01%
200
418
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+135
419
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+32
420
$8K ﹤0.01%
66
-150
421
$8K ﹤0.01%
116
-784
422
$8K ﹤0.01%
34
+4
423
$8K ﹤0.01%
120
424
$8K ﹤0.01%
49
+4
425
$8K ﹤0.01%
43
15 16
17
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