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
$311M
AUM Growth
+$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.16M
3
+$761K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$575K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$430K

Top Sells

1
+$13.8M
2
+$8.3M
3
+$3.74M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$218K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$207K

Sector Composition

1 Technology 8.02%
2 Consumer Staples 3.58%
3 Healthcare 1.99%
4 Consumer Discretionary 1.94%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.03M 0.65%
55,028
-2,327
27
$1.98M 0.63%
23,621
+581
28
$1.97M 0.63%
16,237
+3,455
29
$1.96M 0.63%
3,343
-8
30
$1.83M 0.59%
47,728
31
$1.79M 0.58%
21,187
+2,807
32
$1.63M 0.52%
8,154
-438
33
$1.63M 0.52%
10,588
+31
34
$1.58M 0.51%
34,539
+829
35
$1.43M 0.46%
1,614
+16
36
$1.36M 0.44%
3,346
-84
37
$1.31M 0.42%
38,930
+22,572
38
$1.06M 0.34%
5,919
+106
39
$1.06M 0.34%
26,190
40
$1.02M 0.33%
3,723
-89
41
$1.01M 0.32%
8,615
-591
42
$947K 0.3%
5,424
+3
43
$940K 0.3%
5,798
-656
44
$935K 0.3%
25,949
45
$921K 0.3%
9,617
-191
46
$903K 0.29%
2,964
+494
47
$893K 0.29%
7,293
+149
48
$879K 0.28%
5,078
-147
49
$819K 0.26%
4,898
-397
50
$777K 0.25%
1,357
+187
1
2
3 4 5