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AWM

Atticus Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
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
-2
502
$3K ﹤0.01%
+45
503
$3K ﹤0.01%
+191
504
$3K ﹤0.01%
+61
505
$3K ﹤0.01%
118
-80
506
$3K ﹤0.01%
+30
507
$3K ﹤0.01%
139
-1
508
$3K ﹤0.01%
100
509
$3K ﹤0.01%
+68
510
$3K ﹤0.01%
+30
511
$3K ﹤0.01%
+84
512
$3K ﹤0.01%
+23
513
$3K ﹤0.01%
+24
514
$3K ﹤0.01%
+20
515
$2K ﹤0.01%
+14
516
$2K ﹤0.01%
438
-1,204
517
$2K ﹤0.01%
40
518
$2K ﹤0.01%
10
519
$2K ﹤0.01%
200
520
$2K ﹤0.01%
40
521
$2K ﹤0.01%
+37
522
$2K ﹤0.01%
+21
523
$2K ﹤0.01%
+9
524
$2K ﹤0.01%
+14
525
$2K ﹤0.01%
+26
19 20
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