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
$306M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$3.42M
3
+$3.21M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$652K
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$599K

Top Sells

1
+$6.79M
2
+$1.26M
3
+$806K
4
AAPL icon
Apple
AAPL
+$715K
5
AXP icon
American Express
AXP
+$569K

Sector Composition

1 Technology 7.09%
2 Consumer Staples 3.88%
3 Healthcare 2.24%
4 Consumer Discretionary 2.01%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 0.67%
25,586
-6,459
27
$2.04M 0.67%
57,355
28
$1.97M 0.65%
3,763
-255
29
$1.96M 0.64%
34,060
+8,639
30
$1.82M 0.6%
12,349
-579
31
$1.75M 0.57%
47,728
32
$1.39M 0.46%
33,935
+1,728
33
$1.32M 0.43%
3,449
-86
34
$1.29M 0.42%
1,658
-49
35
$1.23M 0.4%
10,770
-217
36
$1.22M 0.4%
7,695
-505
37
$1.2M 0.39%
34,000
-100
38
$1.18M 0.39%
8,992
+29
39
$1.18M 0.38%
18,413
-163
40
$1.1M 0.36%
12,160
+2,810
41
$1.1M 0.36%
3,930
+120
42
$1.06M 0.35%
12,517
-1,129
43
$1.04M 0.34%
6,344
+1,187
44
$995K 0.33%
26,190
45
$965K 0.32%
3,424
+181
46
$961K 0.31%
5,922
-1,031
47
$955K 0.31%
7,250
-270
48
$931K 0.3%
5,714
-4
49
$886K 0.29%
25,949
+982
50
$835K 0.27%
1,734
+23
1
2
3 4 5