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
$151M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$5.93M
3
+$3.38M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.55M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.39M

Top Sells

1
+$6.71M
2
+$3.25M
3
+$2.66M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.54M
5
OEF icon
iShares S&P 100 ETF
OEF
+$1.7M

Sector Composition

1 Technology 9.1%
2 Consumer Staples 5.4%
3 Consumer Discretionary 4.01%
4 Financials 3.91%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$503K 0.33%
9,132
-992
52
$471K 0.31%
2,074
-313
53
$436K 0.29%
3,687
-2,423
54
$416K 0.27%
+6,736
55
$405K 0.27%
6,770
+1,010
56
$400K 0.26%
6,816
+1,153
57
$392K 0.26%
2,409
+398
58
$391K 0.26%
11,244
+7,248
59
$383K 0.25%
6,794
+4,695
60
$380K 0.25%
4,035
-82
61
$376K 0.25%
2,288
+1
62
$364K 0.24%
3,980
-391
63
$363K 0.24%
797
-63
64
$362K 0.24%
5,120
-2,140
65
$352K 0.23%
4,317
-239
66
$349K 0.23%
3,912
+32
67
$340K 0.22%
2,531
-4,922
68
$325K 0.21%
1,735
+1,172
69
$320K 0.21%
2,418
+1
70
$302K 0.2%
1,251
71
$282K 0.19%
5,009
+3,261
72
$277K 0.18%
+3,257
73
$276K 0.18%
1,497
-47
74
$265K 0.17%
2,238
-27,448
75
$265K 0.17%
1,520
+553
1 2
3
4 5