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
$306M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$3.42M
3
+$3.21M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$652K
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$599K

Top Sells

1
+$6.79M
2
+$1.26M
3
+$806K
4
AAPL icon
Apple
AAPL
+$715K
5
AXP icon
American Express
AXP
+$569K

Sector Composition

1 Technology 7.09%
2 Consumer Staples 3.88%
3 Healthcare 2.24%
4 Consumer Discretionary 2.01%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.21K ﹤0.01%
456
502
$1.2K ﹤0.01%
+281
503
$1.2K ﹤0.01%
15
504
$1.19K ﹤0.01%
3
-3
505
$1.11K ﹤0.01%
38
506
$1.03K ﹤0.01%
15
507
$1.01K ﹤0.01%
29
508
$942 ﹤0.01%
6
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+8
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$792 ﹤0.01%
2
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+10
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$442 ﹤0.01%
2
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$438 ﹤0.01%
3
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$393 ﹤0.01%
8
525
$371 ﹤0.01%
5
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