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
$207M
AUM Growth
-$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$9.21K

Top Sells

1
+$6.42M
2
+$5.8M
3
+$5.02M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.58M
5
MPT
Medical Properties Trust
MPT
+$2.01M

Sector Composition

1 Technology 9.44%
2 Consumer Staples 5.98%
3 Healthcare 4.55%
4 Consumer Discretionary 3.46%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-12
577
– –
0
578
– –
-87
579
$0 ﹤0.01%
16
580
$0 ﹤0.01%
3
581
– –
-922
582
– –
-36,812
583
$0 ﹤0.01%
19
584
– –
-2,000
585
– –
-50
586
$0 ﹤0.01%
1
587
– –
-26,813
588
$0 ﹤0.01%
20
589
– –
-444
590
– –
-340
591
– –
-232
592
– –
-20,563
593
– –
-10,311
594
– –
-22,108
595
– –
-726
596
$0 ﹤0.01%
25
597
$0 ﹤0.01%
2
598
$0 ﹤0.01%
3
599
$0 ﹤0.01%
4
600
– –
-2,812
22 23
24
25 26