We are live on ! Find out more
AWM

Atticus Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
-$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$9.21K

Top Sells

1
+$6.42M
2
+$5.8M
3
+$5.02M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.58M
5
MPT
Medical Properties Trust
MPT
+$2.01M

Sector Composition

1 Technology 9.44%
2 Consumer Staples 5.98%
3 Healthcare 4.55%
4 Consumer Discretionary 3.46%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
113
452
$4K ﹤0.01%
62
453
$4K ﹤0.01%
60
454
$4K ﹤0.01%
63
455
$4K ﹤0.01%
299
456
$4K ﹤0.01%
43
457
$4K ﹤0.01%
50
458
$4K ﹤0.01%
195
459
$4K ﹤0.01%
10
460
$4K ﹤0.01%
50
461
$3K ﹤0.01%
63
462
$3K ﹤0.01%
130
463
$3K ﹤0.01%
140
464
$3K ﹤0.01%
68
465
$3K ﹤0.01%
38
466
$3K ﹤0.01%
20
467
$3K ﹤0.01%
16
468
$3K ﹤0.01%
108
469
$3K ﹤0.01%
38
470
$3K ﹤0.01%
17
471
$3K ﹤0.01%
34
472
$3K ﹤0.01%
43
473
$3K ﹤0.01%
28
474
$3K ﹤0.01%
20
475
$3K ﹤0.01%
85
17 18
19
20 21