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

Top Buys

1
+$14.6M
2
+$6.59M
3
+$6.42M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$6.34M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.12M

Top Sells

1
+$14.1M
2
+$1.02M
3
+$959K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$889K
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$590K

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%
89
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%
16
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
21
22 23