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
476
$1.23K ﹤0.01%
100
477
$1.21K ﹤0.01%
+50
478
$1.2K ﹤0.01%
445
479
$1.15K ﹤0.01%
15
480
$1.08K ﹤0.01%
4
-9
481
$1.08K ﹤0.01%
11
-75
482
$1.02K ﹤0.01%
6
-16
483
$910 ﹤0.01%
200
484
$866 ﹤0.01%
89
485
$830 ﹤0.01%
8
-23
486
$704 ﹤0.01%
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$692 ﹤0.01%
4
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$644 ﹤0.01%
+18
489
$585 ﹤0.01%
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$576 ﹤0.01%
5
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3
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-24
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$486 ﹤0.01%
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$470 ﹤0.01%
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-35
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$449 ﹤0.01%
191
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$447 ﹤0.01%
460
500
$354 ﹤0.01%
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