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
426
$5.62K ﹤0.01%
50
427
$5.61K ﹤0.01%
245
428
$5.58K ﹤0.01%
25
429
$5.51K ﹤0.01%
30
-1,022
430
$5.47K ﹤0.01%
145
+65
431
$5.41K ﹤0.01%
200
432
$5.38K ﹤0.01%
50
433
$5.34K ﹤0.01%
+21
434
$5.33K ﹤0.01%
245
+145
435
$5.22K ﹤0.01%
43
+27
436
$5.09K ﹤0.01%
16
437
$4.94K ﹤0.01%
50
438
$4.91K ﹤0.01%
1,000
439
$4.89K ﹤0.01%
15
-34
440
$4.6K ﹤0.01%
160
+125
441
$4.34K ﹤0.01%
200
442
$4.28K ﹤0.01%
25
443
$4.27K ﹤0.01%
43
444
$4.21K ﹤0.01%
64
445
$4.09K ﹤0.01%
+460
446
$4.02K ﹤0.01%
115
447
$3.96K ﹤0.01%
12
448
$3.79K ﹤0.01%
61
449
$3.63K ﹤0.01%
12
450
$3.62K ﹤0.01%
49
16 17
18
19 20