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
$306M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$3.42M
3
+$3.21M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$652K
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$599K

Top Sells

1
+$6.79M
2
+$1.26M
3
+$806K
4
AAPL icon
Apple
AAPL
+$715K
5
AXP icon
American Express
AXP
+$569K

Sector Composition

1 Technology 7.09%
2 Consumer Staples 3.88%
3 Healthcare 2.24%
4 Consumer Discretionary 2.01%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4.19K ﹤0.01%
170
+166
452
$4.16K ﹤0.01%
125
453
$4.12K ﹤0.01%
60
-5
454
$4.07K ﹤0.01%
70
455
$3.95K ﹤0.01%
127
+93
456
$3.95K ﹤0.01%
11
457
$3.76K ﹤0.01%
245
458
$3.61K ﹤0.01%
64
459
$3.55K ﹤0.01%
42
+8
460
$3.47K ﹤0.01%
72
461
$3.46K ﹤0.01%
225
462
$3.4K ﹤0.01%
26
-73
463
$3.32K ﹤0.01%
301
-1,417
464
$3.01K ﹤0.01%
148
+1
465
$2.99K ﹤0.01%
445
466
$2.97K ﹤0.01%
300
467
$2.76K ﹤0.01%
41
468
$2.68K ﹤0.01%
1,000
469
$2.56K ﹤0.01%
1,170
470
$2.42K ﹤0.01%
7
471
$2.4K ﹤0.01%
445
472
$2.37K ﹤0.01%
35
-70
473
$2.35K ﹤0.01%
35
-373
474
$2.33K ﹤0.01%
61
475
$2.25K ﹤0.01%
62
17 18
19
20 21