AWM

Atticus Wealth Management Portfolio holdings

AUM $370M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
-$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.32M
3
+$561K
4
AAPL icon
Apple
AAPL
+$537K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$459K

Top Sells

1
+$3.43M
2
+$1M
3
+$883K
4
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$807K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$741K

Sector Composition

1 Technology 7.35%
2 Consumer Staples 6.68%
3 Financials 4.76%
4 Communication Services 3.65%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 0.94%
5,496
+513
27
$1.16M 0.93%
19,200
-1,880
28
$1.15M 0.92%
55,033
+26,940
29
$1.12M 0.9%
19,300
+2,720
30
$1.04M 0.84%
13,056
-1,668
31
$964K 0.78%
18,034
-7,056
32
$921K 0.74%
7,453
+3,713
33
$903K 0.73%
14,094
-5,047
34
$856K 0.69%
8,275
+921
35
$803K 0.65%
9,678
-9,732
36
$795K 0.64%
6,059
-133
37
$783K 0.63%
8,103
+722
38
$783K 0.63%
7,117
+513
39
$728K 0.59%
7,939
-1,606
40
$696K 0.56%
22,577
-6,240
41
$642K 0.52%
29,137
+55
42
$588K 0.47%
3,652
+549
43
$553K 0.45%
6,110
-3,302
44
$544K 0.44%
10,124
+908
45
$535K 0.43%
1,877
+1
46
$422K 0.34%
7,260
-20
47
$416K 0.34%
+9,392
48
$415K 0.33%
1,718
+11
49
$398K 0.32%
2,387
-414
50
$383K 0.31%
2,324
+1,857
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