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
$306M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$3.42M
3
+$3.21M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$652K
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$599K

Top Sells

1
+$6.79M
2
+$1.26M
3
+$806K
4
AAPL icon
Apple
AAPL
+$715K
5
AXP icon
American Express
AXP
+$569K

Sector Composition

1 Technology 7.09%
2 Consumer Staples 3.88%
3 Healthcare 2.24%
4 Consumer Discretionary 2.01%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$9.79K ﹤0.01%
228
+60
402
$9.79K ﹤0.01%
+174
403
$9.77K ﹤0.01%
189
404
$9.67K ﹤0.01%
127
405
$9.57K ﹤0.01%
328
+4
406
$9.5K ﹤0.01%
66
407
$8.92K ﹤0.01%
94
408
$8.67K ﹤0.01%
+190
409
$8.56K ﹤0.01%
1,361
410
$8.54K ﹤0.01%
98
411
$8.45K ﹤0.01%
250
412
$8.4K ﹤0.01%
32
413
$8.38K ﹤0.01%
345
414
$8.25K ﹤0.01%
163
-872
415
$8.21K ﹤0.01%
284
-14
416
$8.1K ﹤0.01%
1
417
$8.08K ﹤0.01%
297
418
$8.01K ﹤0.01%
80
-3
419
$7.99K ﹤0.01%
250
-235
420
$7.94K ﹤0.01%
19
421
$7.82K ﹤0.01%
25
422
$7.34K ﹤0.01%
500
423
$7.29K ﹤0.01%
250
+125
424
$7.24K ﹤0.01%
120
425
$7.12K ﹤0.01%
123
15 16
17
18 19