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
$274M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.95M
3
+$1.81M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.69M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.39M

Top Sells

1
+$2.12M
2
+$649K
3
+$582K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$492K
5
PLD icon
Prologis
PLD
+$358K

Sector Composition

1 Technology 8.73%
2 Consumer Staples 4.29%
3 Consumer Discretionary 3.58%
4 Financials 3.34%
5 Healthcare 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4K ﹤0.01%
12
477
$4K ﹤0.01%
+17
478
$4K ﹤0.01%
+23
479
$4K ﹤0.01%
57
+45
480
$4K ﹤0.01%
+121
481
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+130
482
$4K ﹤0.01%
+41
483
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+25
484
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+17
485
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+38
486
$3K ﹤0.01%
+85
487
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70
488
$3K ﹤0.01%
25
+15
489
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+22
490
$3K ﹤0.01%
+45
491
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+30
492
$3K ﹤0.01%
139
-1
493
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100
494
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495
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+20
496
$3K ﹤0.01%
66
497
$3K ﹤0.01%
+28
498
$3K ﹤0.01%
+72
499
$3K ﹤0.01%
20
500
$3K ﹤0.01%
46
+36
18 19
20
21 22