AWM

Atticus Wealth Management Portfolio holdings

AUM $370M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$262M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$13.4M
3
+$6.29M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.13M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.5M

Top Sells

1
+$16.7M
2
+$4.09M
3
+$3.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.44M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.34M

Sector Composition

1 Technology 6.93%
2 Consumer Staples 4.42%
3 Healthcare 2.37%
4 Financials 2.14%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$888 ﹤0.01%
10
-7
502
$823 ﹤0.01%
+35
503
$816 ﹤0.01%
191
504
$720 ﹤0.01%
16
-1,000
505
$718 ﹤0.01%
9
-207
506
$700 ﹤0.01%
+50
507
$694 ﹤0.01%
2
-2
508
$591 ﹤0.01%
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509
$563 ﹤0.01%
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510
$562 ﹤0.01%
+18,165
511
$501 ﹤0.01%
1
512
$450 ﹤0.01%
+6
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$437 ﹤0.01%
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514
$415 ﹤0.01%
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515
$392 ﹤0.01%
1
516
$377 ﹤0.01%
+16
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$366 ﹤0.01%
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$360 ﹤0.01%
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$358 ﹤0.01%
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520
$358 ﹤0.01%
3
521
$316 ﹤0.01%
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522
$304 ﹤0.01%
3
523
$262 ﹤0.01%
18
-115
524
$246 ﹤0.01%
2
525
$236 ﹤0.01%
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