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
$243M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.56M
3
+$6.5M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.35M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.16M

Top Sells

1
+$14.2M
2
+$984K
3
+$962K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$895K
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$608K

Sector Composition

1 Technology 7.21%
2 Consumer Staples 5.14%
3 Healthcare 3.71%
4 Financials 2.85%
5 Consumer Discretionary 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.62K ﹤0.01%
24
-4
452
$2.6K ﹤0.01%
304
-91
453
$2.57K ﹤0.01%
62
454
$2.52K ﹤0.01%
73
-1,131
455
$2.43K ﹤0.01%
210
456
$2.38K ﹤0.01%
43
457
$2.37K ﹤0.01%
50
-1,424
458
$2.33K ﹤0.01%
30
459
$2.17K ﹤0.01%
11
-1
460
$2.16K ﹤0.01%
3
-6
461
$2.1K ﹤0.01%
5
-7
462
$2.1K ﹤0.01%
41
-26
463
$2.05K ﹤0.01%
30
464
$2K ﹤0.01%
40
465
$1.95K ﹤0.01%
+49
466
$1.94K ﹤0.01%
18
467
$1.92K ﹤0.01%
133
468
$1.9K ﹤0.01%
61
469
$1.9K ﹤0.01%
196
-201
470
$1.9K ﹤0.01%
100
471
$1.85K ﹤0.01%
1,170
472
$1.69K ﹤0.01%
100
473
$1.6K ﹤0.01%
5
-60
474
$1.54K ﹤0.01%
59
475
$1.48K ﹤0.01%
200
17 18
19
20 21