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
476
$1.47K ﹤0.01%
+3
477
$1.47K ﹤0.01%
18
478
$1.46K ﹤0.01%
+16
479
$1.43K ﹤0.01%
30
480
$1.4K ﹤0.01%
7
-204
481
$1.37K ﹤0.01%
+48
482
$1.2K ﹤0.01%
+7
483
$1.16K ﹤0.01%
20
-16
484
$1.16K ﹤0.01%
4
-20
485
$1.13K ﹤0.01%
10
-197
486
$1.11K ﹤0.01%
46
487
$1.11K ﹤0.01%
11
488
$1.1K ﹤0.01%
+17
489
$1.09K ﹤0.01%
+35
490
$1.02K ﹤0.01%
17
-7
491
$1.01K ﹤0.01%
12
492
$995 ﹤0.01%
191
493
$961 ﹤0.01%
38
-70
494
$946 ﹤0.01%
85
-15
495
$942 ﹤0.01%
4
-80
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$920 ﹤0.01%
25
497
$858 ﹤0.01%
10
-86
498
$801 ﹤0.01%
72
499
$548 ﹤0.01%
8
-106
500
$542 ﹤0.01%
8
-47
18 19
20
21 22