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
426
$5.52K ﹤0.01%
276
427
$5.42K ﹤0.01%
200
428
$5.31K ﹤0.01%
66
-4
429
$5.16K ﹤0.01%
12
430
$4.79K ﹤0.01%
240
-5
431
$4.67K ﹤0.01%
416
-252
432
$4.49K ﹤0.01%
400
433
$4.46K ﹤0.01%
250
-900
434
$4.41K ﹤0.01%
125
435
$4.33K ﹤0.01%
158
436
$4.32K ﹤0.01%
17
437
$4.29K ﹤0.01%
30
-20
438
$4.13K ﹤0.01%
25
-7
439
$3.93K ﹤0.01%
31
440
$3.91K ﹤0.01%
100
441
$3.89K ﹤0.01%
72
442
$3.88K ﹤0.01%
64
443
$3.35K ﹤0.01%
17
-87
444
$3.33K ﹤0.01%
60
445
$3.31K ﹤0.01%
270
446
$3.3K ﹤0.01%
+1,000
447
$3.29K ﹤0.01%
140
-218
448
$3.12K ﹤0.01%
1,425
449
$3.11K ﹤0.01%
1,000
450
$2.99K ﹤0.01%
26
16 17
18
19 20