We are live on ! Find out more
AWM

Atticus Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
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
– –
-3
533
– –
-121
534
– –
-194
535
– –
-5
536
– –
-337
537
– –
-12
538
– –
-400
539
– –
-15
540
– –
-48
541
– –
-34
542
– –
-11
543
– –
-3
544
– –
-2
545
– –
-73
546
– –
-5
547
– –
-15
548
– –
-339
549
– –
-10
550
– –
-37
20 21
22
23 24