AWM

Atticus Wealth Management Portfolio holdings

AUM $396M
1-Year Est. Return 15.65%
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
-$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$10.6K

Top Sells

1
+$38.8M
2
+$25.9M
3
+$6.42M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$5.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.02M

Sector Composition

1 Technology 9.45%
2 Consumer Staples 5.98%
3 Healthcare 4.55%
4 Consumer Discretionary 3.46%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 0.74%
4,674
27
$1.48M 0.72%
16,946
28
$1.36M 0.66%
622
-11,818
29
$1.26M 0.61%
19,906
30
$1.25M 0.6%
8,680
31
$1.24M 0.6%
16,205
32
$1.18M 0.57%
15,325
33
$1.15M 0.56%
1,706
-3,412
34
$1.12M 0.54%
7,476
35
$1.12M 0.54%
15,935
36
$1.07M 0.52%
9,050
37
$1.06M 0.51%
11,587
38
$1M 0.49%
21,163
39
$811K 0.39%
4,120
40
$800K 0.39%
5,223
41
$791K 0.38%
4,510
42
$775K 0.37%
18,968
43
$752K 0.36%
5,803
44
$703K 0.34%
2,749
45
$680K 0.33%
3,432
46
$645K 0.31%
1,991
47
$630K 0.3%
1,317
48
$610K 0.29%
6,129
49
$589K 0.28%
8,394
50
$586K 0.28%
8,193
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