AWM

Atticus Wealth Management Portfolio holdings

AUM $370M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
-$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.32M
3
+$561K
4
AAPL icon
Apple
AAPL
+$537K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$459K

Top Sells

1
+$3.43M
2
+$1M
3
+$883K
4
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$807K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$741K

Sector Composition

1 Technology 7.35%
2 Consumer Staples 6.68%
3 Financials 4.76%
4 Communication Services 3.65%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$371K 0.3%
4,117
+522
52
$363K 0.29%
13,525
+7,125
53
$351K 0.28%
4,556
-86
54
$348K 0.28%
2,011
+1,637
55
$345K 0.28%
4,371
+95
56
$341K 0.27%
+5,775
57
$339K 0.27%
9,934
-1,446
58
$327K 0.26%
2,413
59
$323K 0.26%
860
+373
60
$317K 0.26%
2,287
61
$312K 0.25%
5,760
-21
62
$308K 0.25%
5,663
+2,166
63
$290K 0.23%
2,417
-275
64
$289K 0.23%
7,606
-3,634
65
$281K 0.23%
3,880
-1,261
66
$264K 0.21%
4,813
-152
67
$255K 0.21%
1,544
-150
68
$250K 0.2%
1,251
-197
69
$242K 0.2%
3,179
+9
70
$236K 0.19%
1,055
71
$224K 0.18%
2,993
+2,327
72
$223K 0.18%
702
+276
73
$217K 0.18%
4,000
-1,010
74
$213K 0.17%
+5,925
75
$212K 0.17%
3,634
-1,405
1 2
3
4 5