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
$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
State Street 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
State Street Consumer Discretionary Select Sector SPDR ETF
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
526
$229 ﹤0.01%
+11
527
$221 ﹤0.01%
2
528
$201 ﹤0.01%
30
-274
529
$178 ﹤0.01%
12
-60
530
$155 ﹤0.01%
33
531
$151 ﹤0.01%
4
-160
532
$126 ﹤0.01%
10
533
$97 ﹤0.01%
5
+2
534
$87 ﹤0.01%
2
535
$71 ﹤0.01%
3
536
$67 ﹤0.01%
1
537
$48 ﹤0.01%
2
538
$35 ﹤0.01%
1
539
– –
-216
540
$22 ﹤0.01%
1
-360
541
$17 ﹤0.01%
2
542
$4 ﹤0.01%
4
543
– –
0
544
– –
0
545
– –
-291
546
– –
0
547
– –
-16
548
– –
-6
549
– –
-196
550
– –
-1,081
20 21
22
23 24