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
476
$2.19K ﹤0.01%
200
477
$2.05K ﹤0.01%
+106
478
$2.02K ﹤0.01%
144
479
$2.01K ﹤0.01%
55
-18
480
$1.96K ﹤0.01%
10
481
$1.91K ﹤0.01%
100
482
$1.81K ﹤0.01%
74
-414
483
$1.72K ﹤0.01%
80
484
$1.67K ﹤0.01%
8
-2
485
$1.65K ﹤0.01%
24
486
$1.62K ﹤0.01%
20
487
$1.62K ﹤0.01%
4
488
$1.61K ﹤0.01%
74
-17
489
$1.59K ﹤0.01%
210
-6,899
490
$1.56K ﹤0.01%
4
491
$1.56K ﹤0.01%
24
-10
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$1.55K ﹤0.01%
+34
493
$1.54K ﹤0.01%
+88
494
$1.45K ﹤0.01%
25
495
$1.44K ﹤0.01%
10
496
$1.42K ﹤0.01%
128
497
$1.39K ﹤0.01%
34
-346
498
$1.29K ﹤0.01%
12
499
$1.23K ﹤0.01%
11
500
$1.22K ﹤0.01%
4
18 19
20
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