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
476
$1.95K ﹤0.01%
24
477
$1.92K ﹤0.01%
+153
478
$1.88K ﹤0.01%
18
479
$1.84K ﹤0.01%
200
480
$1.72K ﹤0.01%
114
+102
481
$1.71K ﹤0.01%
1,170
482
$1.71K ﹤0.01%
+57
483
$1.57K ﹤0.01%
59
484
$1.53K ﹤0.01%
30
485
$1.52K ﹤0.01%
18
486
$1.51K ﹤0.01%
7
487
$1.51K ﹤0.01%
11
-16
488
$1.32K ﹤0.01%
37
+20
489
– –
0
490
$1.29K ﹤0.01%
4
-24
491
$1.24K ﹤0.01%
34
+27
492
$1.23K ﹤0.01%
20
-1,000
493
$1.23K ﹤0.01%
20
494
$1.19K ﹤0.01%
11
495
$1.16K ﹤0.01%
46
496
$1.07K ﹤0.01%
38
497
$1.04K ﹤0.01%
12
498
$1.04K ﹤0.01%
34
-15
499
$1.01K ﹤0.01%
25
500
$970 ﹤0.01%
+126
18 19
20
21 22