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
426
$7.07K ﹤0.01%
97
-49
427
$7.02K ﹤0.01%
308
+212
428
$6.53K ﹤0.01%
200
429
$6.46K ﹤0.01%
38
+1
430
$6.44K ﹤0.01%
+667
431
$6.33K ﹤0.01%
1,425
432
$6.17K ﹤0.01%
159
433
$6.1K ﹤0.01%
+50
434
$6K ﹤0.01%
158
+125
435
$5.97K ﹤0.01%
150
-245
436
$5.96K ﹤0.01%
12
437
$5.94K ﹤0.01%
50
438
$5.9K ﹤0.01%
77
-1,805
439
$5.64K ﹤0.01%
50
440
$5.58K ﹤0.01%
17
441
$5.41K ﹤0.01%
+200
442
$5.29K ﹤0.01%
50
443
$5.11K ﹤0.01%
50
444
$4.91K ﹤0.01%
200
445
$4.89K ﹤0.01%
40
446
$4.87K ﹤0.01%
61
447
$4.82K ﹤0.01%
16
448
$4.75K ﹤0.01%
11
449
$4.38K ﹤0.01%
400
450
$4.2K ﹤0.01%
26
16 17
18
19 20