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
$168M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$848K
3
+$779K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$768K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$588K

Top Sells

1
+$796K
2
+$565K
3
+$430K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$424K
5
CME icon
CME Group
CME
+$401K

Sector Composition

1 Technology 9.5%
2 Consumer Staples 5.45%
3 Consumer Discretionary 4.36%
4 Communication Services 3.81%
5 Healthcare 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.44M 0.86%
16,644
+54
27
$1.42M 0.85%
4,557
-831
28
$1.4M 0.83%
19,100
+20
29
$1.38M 0.82%
12,455
+2,206
30
$1.38M 0.82%
19,812
+56
31
$1.25M 0.75%
11,314
-902
32
$1.23M 0.74%
15,577
-1,178
33
$1.16M 0.69%
9,382
-1,405
34
$1.16M 0.69%
22,400
+2,690
35
$1.15M 0.68%
7,651
+1,953
36
$1.1M 0.66%
6,769
-2,600
37
$1.08M 0.65%
19,727
-1,038
38
$1M 0.6%
6,743
+8
39
$976K 0.58%
7,021
40
$952K 0.57%
10,300
-302
41
$914K 0.55%
4,569
-28
42
$857K 0.51%
22,515
43
$844K 0.5%
3,357
+1,622
44
$832K 0.5%
3,908
-556
45
$820K 0.49%
16,146
+15,346
46
$816K 0.49%
1,663
+100
47
$805K 0.48%
2,381
+120
48
$737K 0.44%
7,830
-104
49
$713K 0.43%
2,008
+125
50
$629K 0.38%
9,820
+3,004
1
2
3 4 5