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
526
$49 ﹤0.01%
2
527
$34 ﹤0.01%
3
528
$34 ﹤0.01%
2
529
$29 ﹤0.01%
1
530
$13 ﹤0.01%
2
-332
531
$12 ﹤0.01%
+4
532
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-3
533
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-121
534
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535
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536
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537
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0
538
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539
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540
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541
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542
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543
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544
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-400
545
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0
547
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548
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549
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550
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-1,675
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