AWM

Atticus Wealth Management Portfolio holdings

AUM $370M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
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
451
$6K ﹤0.01%
+108
452
$6K ﹤0.01%
2
-2
453
$6K ﹤0.01%
9
+4
454
$6K ﹤0.01%
+180
455
$6K ﹤0.01%
+47
456
$6K ﹤0.01%
+61
457
$6K ﹤0.01%
+10
458
$5K ﹤0.01%
168
459
$5K ﹤0.01%
+12
460
$5K ﹤0.01%
+45
461
$5K ﹤0.01%
+64
462
$5K ﹤0.01%
+337
463
$5K ﹤0.01%
200
464
$5K ﹤0.01%
17
-28
465
$5K ﹤0.01%
12
+11
466
$5K ﹤0.01%
1,000
467
$5K ﹤0.01%
+60
468
$5K ﹤0.01%
+41
469
$5K ﹤0.01%
334
-27
470
$5K ﹤0.01%
+43
471
$5K ﹤0.01%
+195
472
$4K ﹤0.01%
+92
473
$4K ﹤0.01%
16
474
$4K ﹤0.01%
+17
475
$4K ﹤0.01%
+23
17 18
19
20 21