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
$274M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.95M
3
+$1.81M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.69M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.39M

Top Sells

1
+$2.12M
2
+$649K
3
+$582K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$492K
5
PLD icon
Prologis
PLD
+$358K

Sector Composition

1 Technology 8.73%
2 Consumer Staples 4.29%
3 Consumer Discretionary 3.58%
4 Financials 3.34%
5 Healthcare 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.13M 0.78%
7,098
+34
27
$2.08M 0.76%
12,502
+10,189
28
$2.01M 0.73%
4,832
-4
29
$1.98M 0.72%
26,034
-4,331
30
$1.81M 0.66%
21,379
+78
31
$1.8M 0.66%
6,479
+5,001
32
$1.79M 0.66%
3,117
+1,064
33
$1.76M 0.64%
23,109
-485
34
$1.7M 0.62%
4,722
+3,273
35
$1.61M 0.59%
11,560
+7,460
36
$1.58M 0.58%
15,390
+675
37
$1.57M 0.57%
15,603
+12
38
$1.54M 0.56%
8,699
+1,535
39
$1.38M 0.5%
18,496
+949
40
$1.36M 0.5%
30,188
+1,016
41
$1.23M 0.45%
15,884
+2,259
42
$1.22M 0.45%
21,509
-372
43
$1.22M 0.45%
3,454
+826
44
$1.21M 0.44%
15,505
+986
45
$1.17M 0.43%
+16,775
46
$1.16M 0.42%
9,050
-150
47
$1.15M 0.42%
+12,544
48
$1.14M 0.42%
7,485
+694
49
$1.13M 0.41%
8,266
-482
50
$1.13M 0.41%
27,166
+26,758
1
2
3 4 5