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
626
– –
-20
627
– –
-1,039
628
– –
-4
629
– –
-10
630
– –
-75
631
– –
-41
632
– –
-136
633
– –
-17
634
– –
-404
635
– –
-48
636
– –
-34
637
– –
-11
638
– –
-3
639
– –
-24
640
– –
-2
641
– –
-73
642
– –
-5
643
– –
-15
644
– –
-339
645
– –
-550
646
– –
-1,835
647
– –
-41
648
– –
-438
649
– –
-3
650
– –
-44
23 24 25
26
27