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
$168M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$848K
3
+$779K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$768K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$588K

Top Sells

1
+$796K
2
+$565K
3
+$430K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$424K
5
CME icon
CME Group
CME
+$401K

Sector Composition

1 Technology 9.5%
2 Consumer Staples 5.45%
3 Consumer Discretionary 4.36%
4 Communication Services 3.81%
5 Healthcare 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$607K 0.36%
28,203
-369
52
$576K 0.34%
7,128
-724
53
$526K 0.31%
2,009
-65
54
$506K 0.3%
4,950
-1,125
55
$489K 0.29%
7,705
+969
56
$481K 0.29%
8,080
-1,052
57
$479K 0.29%
3,693
+6
58
$431K 0.26%
3,963
-17
59
$429K 0.26%
858
+61
60
$373K 0.22%
1,251
61
$366K 0.22%
4,357
+40
62
$358K 0.21%
3,819
+562
63
$354K 0.21%
1,613
+116
64
$339K 0.2%
2,289
+1
65
$338K 0.2%
1,201
+246
66
$335K 0.2%
2,420
+2
67
$334K 0.2%
1,696
+176
68
$333K 0.2%
2,469
-62
69
$326K 0.19%
4,440
-680
70
$321K 0.19%
2,247
+207
71
$274K 0.16%
1,545
+259
72
$270K 0.16%
3,755
-157
73
$267K 0.16%
1,263
74
$264K 0.16%
2,239
+1
75
$260K 0.16%
2,969
+314
1 2
3
4 5