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
$151M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$5.93M
3
+$3.38M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.55M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.39M

Top Sells

1
+$6.71M
2
+$3.25M
3
+$2.66M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.54M
5
OEF icon
iShares S&P 100 ETF
OEF
+$1.7M

Sector Composition

1 Technology 9.1%
2 Consumer Staples 5.4%
3 Consumer Discretionary 4.01%
4 Financials 3.91%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 0.89%
48,106
+47,868
27
$1.33M 0.88%
19,302
+13,527
28
$1.31M 0.87%
16,590
-5,808
29
$1.24M 0.82%
16,755
-182
30
$1.2M 0.79%
10,787
+2,684
31
$1.19M 0.78%
19,756
+556
32
$1.14M 0.75%
20,765
-122,621
33
$1.14M 0.75%
+10,249
34
$1.1M 0.72%
9,352
+1,077
35
$967K 0.64%
10,602
-2,454
36
$947K 0.63%
6,735
+676
37
$888K 0.59%
4,597
+945
38
$845K 0.56%
22,515
-62
39
$839K 0.55%
7,021
-96
40
$816K 0.54%
5,698
-17,752
41
$801K 0.53%
19,710
+14,540
42
$797K 0.53%
4,464
-5,039
43
$770K 0.51%
7,934
-5
44
$680K 0.45%
1,563
+861
45
$669K 0.44%
2,261
+543
46
$652K 0.43%
28,572
-565
47
$601K 0.4%
7,852
-6,242
48
$571K 0.38%
1,883
+6
49
$539K 0.36%
17,340
+3,815
50
$528K 0.35%
6,075
+150
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2
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