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
$311M
AUM Growth
+$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.16M
3
+$761K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$575K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$430K

Top Sells

1
+$13.8M
2
+$8.3M
3
+$3.74M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$218K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$207K

Sector Composition

1 Technology 8.02%
2 Consumer Staples 3.58%
3 Healthcare 1.99%
4 Consumer Discretionary 1.94%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$341 ﹤0.01%
8
502
$320 ﹤0.01%
11
-9
503
$301 ﹤0.01%
1
-1
504
$283 ﹤0.01%
1
505
$276 ﹤0.01%
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506
$241 ﹤0.01%
1
507
$238 ﹤0.01%
2
508
$226 ﹤0.01%
37
509
$210 ﹤0.01%
3
510
$149 ﹤0.01%
18
-25
511
$110 ﹤0.01%
1
512
$108 ﹤0.01%
4
513
$104 ﹤0.01%
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514
$60 ﹤0.01%
1
515
$50 ﹤0.01%
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516
$49 ﹤0.01%
+1
517
$31 ﹤0.01%
2
518
$27 ﹤0.01%
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519
$26 ﹤0.01%
1
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$17 ﹤0.01%
+837
521
$12 ﹤0.01%
1
-12
522
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-8
523
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524
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-7
525
– –
-128
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