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
$311M
AUM Growth
+$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.16M
3
+$761K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$575K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$430K

Top Sells

1
+$13.8M
2
+$8.3M
3
+$3.74M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$218K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$207K

Sector Composition

1 Technology 8.02%
2 Consumer Staples 3.58%
3 Healthcare 1.99%
4 Consumer Discretionary 1.94%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.97K ﹤0.01%
11
452
$2.97K ﹤0.01%
+105
453
$2.9K ﹤0.01%
100
454
$2.79K ﹤0.01%
41
455
$2.63K ﹤0.01%
100
-1,100
456
$2.58K ﹤0.01%
154
+60
457
$2.53K ﹤0.01%
20
458
$2.38K ﹤0.01%
1,170
459
$2.35K ﹤0.01%
62
460
$2.34K ﹤0.01%
7
461
$2.29K ﹤0.01%
98
+1
462
$2.26K ﹤0.01%
29
-1
463
$2.23K ﹤0.01%
200
464
$2.19K ﹤0.01%
144
465
$2.1K ﹤0.01%
+56
466
$2.02K ﹤0.01%
29
467
$1.96K ﹤0.01%
85
-10
468
$1.87K ﹤0.01%
46
469
$1.85K ﹤0.01%
80
470
$1.82K ﹤0.01%
7
-21
471
$1.79K ﹤0.01%
20
472
$1.45K ﹤0.01%
445
473
$1.3K ﹤0.01%
12
474
$1.29K ﹤0.01%
105
-120
475
$1.27K ﹤0.01%
24
17 18
19
20 21