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
$243M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.56M
3
+$6.5M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.35M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.16M

Top Sells

1
+$14.2M
2
+$984K
3
+$962K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$895K
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$608K

Sector Composition

1 Technology 7.21%
2 Consumer Staples 5.14%
3 Healthcare 3.71%
4 Financials 2.85%
5 Consumer Discretionary 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 0.72%
157,658
-88,024
27
$1.68M 0.69%
19,063
+18,127
28
$1.49M 0.61%
29,916
-284,620
29
$1.49M 0.61%
3,260
-9
30
$1.47M 0.6%
+22,399
31
$1.39M 0.57%
4,351
-323
32
$1.34M 0.55%
+17,980
33
$1.33M 0.55%
8,751
+71
34
$1.26M 0.52%
11,358
-229
35
$1.21M 0.5%
+14,462
36
$1.18M 0.48%
+39,047
37
$1.17M 0.48%
+15,953
38
$1.16M 0.48%
+41,726
39
$1.14M 0.47%
9,088
+38
40
$1.12M 0.46%
+7,404
41
$1.09M 0.45%
+18,608
42
$1.08M 0.45%
12,220
+11,598
43
$1.02M 0.42%
7,212
+6,452
44
$1.02M 0.42%
8,390
+2,261
45
$1.01M 0.41%
27,326
+8,358
46
$1M 0.41%
7,420
+1,617
47
$988K 0.41%
6,222
-1,254
48
$983K 0.4%
11,241
+3,048
49
$919K 0.38%
+30,750
50
$914K 0.38%
+4,267
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