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
$210M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$6.37M
3
+$5.49M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.46M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.11M

Top Sells

1
+$5.1M
2
+$4.32M
3
+$2.95M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.26M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.24M

Sector Composition

1 Technology 7.9%
2 Consumer Staples 4.58%
3 Consumer Discretionary 3.85%
4 Communication Services 3.51%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.03M 0.97%
32,951
-12,617
27
$1.99M 0.95%
93,436
-34,329
28
$1.98M 0.95%
22,757
+18,530
29
$1.86M 0.89%
33,547
-92,054
30
$1.84M 0.88%
17,820
-1,380
31
$1.71M 0.81%
4,755
-85
32
$1.69M 0.81%
17,186
-5,157
33
$1.67M 0.8%
16,359
-194
34
$1.58M 0.75%
8,580
-1,071
35
$1.51M 0.72%
20,001
+83
36
$1.51M 0.72%
23,211
-2,435
37
$1.34M 0.64%
20,500
-5,070
38
$1.31M 0.62%
22,470
39
$1.16M 0.55%
7,051
+195
40
$1.11M 0.53%
9,400
-380
41
$1.03M 0.49%
4,244
+2,249
42
$962K 0.46%
4,541
-529
43
$937K 0.45%
6,917
-121
44
$931K 0.44%
4,340
+431
45
$910K 0.43%
2,557
-311
46
$790K 0.38%
1,662
-102
47
$767K 0.37%
11,235
-1,368
48
$728K 0.35%
2,067
+22
49
$721K 0.34%
8,737
+4,452
50
$701K 0.33%
9,536
-6,056
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