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
$262M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$13.4M
3
+$6.29M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.13M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.5M

Top Sells

1
+$16.7M
2
+$4.09M
3
+$3.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.44M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.34M

Sector Composition

1 Technology 6.93%
2 Consumer Staples 4.42%
3 Healthcare 2.37%
4 Financials 2.14%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.64M 0.62%
21,224
-522
27
$1.53M 0.58%
3,077
-183
28
$1.47M 0.56%
178,980
+97,453
29
$1.45M 0.56%
14,081
-8,034
30
$1.42M 0.54%
4,818
-786
31
$1.33M 0.51%
21,338
+21,082
32
$1.32M 0.5%
8,516
-1,885
33
$1.24M 0.47%
39,047
34
$1.21M 0.46%
41,726
35
$1.15M 0.44%
7,704
-1,047
36
$1.14M 0.44%
12,554
-1,908
37
$1.13M 0.43%
9,120
+32
38
$1.08M 0.41%
33,734
-58,635
39
$1.07M 0.41%
21,173
-8,743
40
$1.05M 0.4%
7,244
+32
41
$940K 0.36%
23,825
+12,753
42
$932K 0.36%
8,162
-228
43
$911K 0.35%
24,358
-2,968
44
$891K 0.34%
3,185
+776
45
$848K 0.32%
3,762
-91
46
$847K 0.32%
26,781
47
$844K 0.32%
11,034
+8,492
48
$833K 0.32%
5,226
+55
49
$807K 0.31%
70,296
-87,362
50
$791K 0.3%
+27,049
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