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
$243M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.56M
3
+$6.5M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.35M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.16M

Top Sells

1
+$14.2M
2
+$984K
3
+$962K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$895K
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$608K

Sector Composition

1 Technology 7.21%
2 Consumer Staples 5.14%
3 Healthcare 3.71%
4 Financials 2.85%
5 Consumer Discretionary 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$7.98K ﹤0.01%
24
+6
402
$7.78K ﹤0.01%
18
403
$7.72K ﹤0.01%
345
-65
404
$7.72K ﹤0.01%
1,361
405
$7.61K ﹤0.01%
200
406
$7.61K ﹤0.01%
361
-32
407
$7.6K ﹤0.01%
120
408
$7.49K ﹤0.01%
149
-1,528
409
$7.46K ﹤0.01%
45
-4
410
$7.31K ﹤0.01%
32
411
$7.26K ﹤0.01%
66
-150
412
$6.98K ﹤0.01%
+28
413
$6.93K ﹤0.01%
40
+31
414
$6.76K ﹤0.01%
245
415
$6.73K ﹤0.01%
36
-16
416
$6.2K ﹤0.01%
500
417
$6.17K ﹤0.01%
133
418
$6.14K ﹤0.01%
200
419
$6.13K ﹤0.01%
760
420
$6.1K ﹤0.01%
40
-54
421
$6.01K ﹤0.01%
85
422
$5.82K ﹤0.01%
103
423
$5.6K ﹤0.01%
50
424
$5.27K ﹤0.01%
25
425
$5.22K ﹤0.01%
+200
15 16
17
18 19