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
551
– –
-92
552
– –
-24
553
– –
-16
554
– –
-40
555
– –
-20
556
– –
-50
557
– –
-12
558
– –
-36
559
– –
-23
560
– –
-38
561
– –
-66
562
– –
-35
563
– –
-707
564
– –
-36
565
– –
-19
566
– –
-1,052
567
– –
-962
568
– –
-45
569
– –
-14,070
570
– –
-22
571
– –
-19
572
– –
-215
573
– –
-64
574
– –
-337
575
– –
-12
21 22
23
24 25