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
$311M
AUM Growth
+$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.16M
3
+$761K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$575K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$430K

Top Sells

1
+$13.8M
2
+$8.3M
3
+$3.74M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$218K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$207K

Sector Composition

1 Technology 8.02%
2 Consumer Staples 3.58%
3 Healthcare 1.99%
4 Consumer Discretionary 1.94%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$8.93K ﹤0.01%
+35
402
$8.52K ﹤0.01%
267
403
$8.48K ﹤0.01%
120
404
$8.43K ﹤0.01%
190
-91
405
$8.16K ﹤0.01%
294
406
$8.1K ﹤0.01%
90
-8
407
$8.09K ﹤0.01%
+1,000
408
$8.08K ﹤0.01%
591
409
$7.83K ﹤0.01%
1,361
410
$7.44K ﹤0.01%
99
+1
411
$7.13K ﹤0.01%
500
412
$7.01K ﹤0.01%
200
413
$6.98K ﹤0.01%
15
-4
414
$6.94K ﹤0.01%
50
415
$6.7K ﹤0.01%
50
416
$6.66K ﹤0.01%
80
417
$6.65K ﹤0.01%
+700
418
$6.6K ﹤0.01%
78
419
$6.52K ﹤0.01%
174
420
$6.39K ﹤0.01%
61
421
$5.93K ﹤0.01%
50
422
$5.93K ﹤0.01%
16
423
$5.91K ﹤0.01%
+422
424
$5.85K ﹤0.01%
40
425
$5.75K ﹤0.01%
50
15 16
17
18 19