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
$262M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$13.4M
3
+$6.29M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.13M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.5M

Top Sells

1
+$16.7M
2
+$4.09M
3
+$3.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.44M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$2.34M

Sector Composition

1 Technology 6.93%
2 Consumer Staples 4.42%
3 Healthcare 2.37%
4 Financials 2.14%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$7.76K ﹤0.01%
+250
402
$7.71K ﹤0.01%
760
403
$7.62K ﹤0.01%
176
-283
404
$7.51K ﹤0.01%
+282
405
$7.49K ﹤0.01%
36
406
$7.46K ﹤0.01%
345
407
$7.41K ﹤0.01%
78
-107
408
$7.37K ﹤0.01%
120
409
$7.25K ﹤0.01%
27
-523
410
$7.24K ﹤0.01%
65
-1,000
411
$7.21K ﹤0.01%
45
412
$7.12K ﹤0.01%
+56
413
$6.99K ﹤0.01%
133
414
$6.95K ﹤0.01%
120
-1,554
415
$6.95K ﹤0.01%
85
416
$6.69K ﹤0.01%
50
-44
417
$6.54K ﹤0.01%
32
418
$6.5K ﹤0.01%
+50
419
$6.41K ﹤0.01%
348
-934
420
$6.22K ﹤0.01%
157
+1
421
$6.17K ﹤0.01%
500
422
$6.13K ﹤0.01%
103
423
$6.04K ﹤0.01%
+101
424
$5.99K ﹤0.01%
19
+15
425
$5.88K ﹤0.01%
+34
15 16
17
18 19