AWM

Atticus Wealth Management Portfolio holdings

AUM $405M
1-Year Est. Return 16.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.99%
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
+$2.01M
2
+$1.91M
3
+$1.74M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.67M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.37M

Top Sells

1
+$2.09M
2
+$640K
3
+$536K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$485K
5
PLD icon
Prologis
PLD
+$339K

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
501
$3K ﹤0.01%
+5
502
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+34
503
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11
504
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505
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5
-2
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507
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508
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509
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510
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511
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512
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514
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515
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516
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+20
517
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518
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520
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40
521
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522
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523
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524
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525
$2K ﹤0.01%
+26
19 20
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