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
$262M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$13.4M
3
+$6.29M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.13M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.5M

Top Sells

1
+$16.7M
2
+$4.09M
3
+$3.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.44M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$2.34M

Sector Composition

1 Technology 6.93%
2 Consumer Staples 4.42%
3 Healthcare 2.37%
4 Financials 2.14%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3.35K ﹤0.01%
7
+2
452
$3.35K ﹤0.01%
299
453
$3.31K ﹤0.01%
130
454
$3.2K ﹤0.01%
70
455
$3.18K ﹤0.01%
50
456
$2.85K ﹤0.01%
100
457
$2.82K ﹤0.01%
68
458
$2.79K ﹤0.01%
143
+1
459
$2.78K ﹤0.01%
77
-894
460
$2.6K ﹤0.01%
73
461
$2.56K ﹤0.01%
11
462
$2.51K ﹤0.01%
43
463
$2.45K ﹤0.01%
50
464
$2.44K ﹤0.01%
210
465
$2.38K ﹤0.01%
62
466
$2.37K ﹤0.01%
19
467
$2.35K ﹤0.01%
+210
468
$2.27K ﹤0.01%
30
469
$2.26K ﹤0.01%
41
470
$2.2K ﹤0.01%
+166
471
$2.12K ﹤0.01%
30
472
$2.06K ﹤0.01%
9
-31
473
$2K ﹤0.01%
6
-45
474
$1.96K ﹤0.01%
100
475
$1.96K ﹤0.01%
61
17 18
19
20 21