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
426
$5.05K ﹤0.01%
+50
427
$4.99K ﹤0.01%
164
-4
428
$4.85K ﹤0.01%
25
+13
429
$4.64K ﹤0.01%
1,000
430
$4.56K ﹤0.01%
200
431
$4.37K ﹤0.01%
50
432
$4.17K ﹤0.01%
43
433
$4.16K ﹤0.01%
12
434
$4.1K ﹤0.01%
16
-4
435
$3.92K ﹤0.01%
25
-59
436
$3.78K ﹤0.01%
115
+62
437
$3.52K ﹤0.01%
49
-210
438
$3.46K ﹤0.01%
61
439
$3.36K ﹤0.01%
+12
440
$3.11K ﹤0.01%
130
441
$2.97K ﹤0.01%
+80
442
$2.93K ﹤0.01%
50
443
$2.89K ﹤0.01%
70
444
$2.88K ﹤0.01%
64
445
$2.85K ﹤0.01%
19
-1
446
$2.84K ﹤0.01%
27
+11
447
$2.83K ﹤0.01%
+100
448
$2.78K ﹤0.01%
68
449
$2.74K ﹤0.01%
142
+2
450
$2.68K ﹤0.01%
299
16 17
18
19 20