AWM

Atticus Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
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
+$2.01M
2
+$1.91M
3
+$1.74M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.67M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.37M

Top Sells

1
+$2.09M
2
+$640K
3
+$536K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$485K
5
PLD icon
Prologis
PLD
+$339K

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
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24
+17
403
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100
404
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100
405
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+36
406
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80
+5
407
$10K ﹤0.01%
+473
408
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155
409
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436
410
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37
-187
411
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114
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412
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50
413
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+18
414
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20
+16
415
$9K ﹤0.01%
78
-2
416
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+44
417
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418
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116
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420
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34
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$8K ﹤0.01%
120
422
$8K ﹤0.01%
49
+4
423
$8K ﹤0.01%
46
424
$8K ﹤0.01%
+133
425
$8K ﹤0.01%
603
-314
15 16
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