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
$262M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$23.1M
2
+$13.4M
3
+$6.13M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$4.9M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.71M

Top Sells

1
+$16.7M
2
+$3.72M
3
+$3.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.49M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$2.25M

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
551
– –
-8
552
– –
-3
553
– –
-2,340
554
– –
-7
555
– –
-2
556
– –
-744
557
– –
-10
558
– –
-80
559
– –
-24
560
– –
-10,000
561
– –
-288
562
– –
-225
563
– –
-1,000
564
– –
-149
565
– –
-66
566
– –
-884
567
– –
-10
568
– –
-1,081
569
– –
-675
570
– –
-500
571
– –
-4,500
572
– –
-200
573
– –
-5
574
– –
-1,000
575
– –
-300
20 21 22
23
24