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
$243M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.56M
3
+$6.5M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.35M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.16M

Top Sells

1
+$14.2M
2
+$984K
3
+$962K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$895K
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$608K

Sector Composition

1 Technology 7.21%
2 Consumer Staples 5.14%
3 Healthcare 3.71%
4 Financials 2.85%
5 Consumer Discretionary 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$509 ﹤0.01%
6
502
$476 ﹤0.01%
+13
503
$438 ﹤0.01%
25
504
$432 ﹤0.01%
+7
505
$421 ﹤0.01%
20
506
$375 ﹤0.01%
6
-100
507
$354 ﹤0.01%
1
508
$347 ﹤0.01%
10
509
$340 ﹤0.01%
2
510
$336 ﹤0.01%
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511
$327 ﹤0.01%
11
512
$312 ﹤0.01%
3
513
$299 ﹤0.01%
4
514
$299 ﹤0.01%
3
515
$279 ﹤0.01%
1
516
$267 ﹤0.01%
12
517
$226 ﹤0.01%
20
518
$204 ﹤0.01%
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519
$192 ﹤0.01%
10
520
$168 ﹤0.01%
2
521
$147 ﹤0.01%
33
522
$114 ﹤0.01%
12
-1,112
523
$90 ﹤0.01%
2
524
$68 ﹤0.01%
3
-3,568
525
$53 ﹤0.01%
1
-84
19 20
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