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
$274M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.95M
3
+$1.81M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.69M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.39M

Top Sells

1
+$2.12M
2
+$649K
3
+$582K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$492K
5
PLD icon
Prologis
PLD
+$358K

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
426
$8K ﹤0.01%
+133
427
$8K ﹤0.01%
603
-314
428
$8K ﹤0.01%
80
429
$8K ﹤0.01%
500
430
$8K ﹤0.01%
+151
431
$8K ﹤0.01%
+90
432
$8K ﹤0.01%
85
433
$7K ﹤0.01%
+235
434
$7K ﹤0.01%
50
+18
435
$7K ﹤0.01%
475
436
$7K ﹤0.01%
+66
437
$7K ﹤0.01%
+191
438
$7K ﹤0.01%
36
439
$7K ﹤0.01%
+62
440
$7K ﹤0.01%
+103
441
$7K ﹤0.01%
+18
442
$7K ﹤0.01%
68
-187
443
$7K ﹤0.01%
55
-2,416
444
$7K ﹤0.01%
+64
445
$6K ﹤0.01%
+60
446
$6K ﹤0.01%
50
447
$6K ﹤0.01%
+67
448
$6K ﹤0.01%
28
+24
449
$6K ﹤0.01%
+50
450
$6K ﹤0.01%
+73
16 17
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