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
$210M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$6.37M
3
+$5.49M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.46M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.11M

Top Sells

1
+$5.1M
2
+$4.32M
3
+$2.95M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.26M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.24M

Sector Composition

1 Technology 7.9%
2 Consumer Staples 4.58%
3 Consumer Discretionary 3.85%
4 Communication Services 3.51%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$676K 0.32%
2,647
-851
52
$657K 0.31%
3,716
+7
53
$651K 0.31%
10,807
+1,836
54
$614K 0.29%
+1,640
55
$590K 0.28%
10,800
+9,000
56
$584K 0.28%
1,120
+156
57
$577K 0.27%
5,277
-1,226
58
$517K 0.25%
1,980
+331
59
$511K 0.24%
4,450
+19
60
$496K 0.24%
6,295
+5,059
61
$490K 0.23%
1,665
-343
62
$489K 0.23%
2,306
-1,436
63
$477K 0.23%
3,978
+3
64
$467K 0.22%
1,443
+1,012
65
$455K 0.22%
2,043
-435
66
$453K 0.22%
2,738
-57
67
$442K 0.21%
5,121
-50,025
68
$435K 0.21%
5,246
+2,232
69
$418K 0.2%
3,132
+401
70
$414K 0.2%
4,000
-440
71
$413K 0.2%
4,950
72
$400K 0.19%
2,143
-147
73
$395K 0.19%
17,258
+3,585
74
$393K 0.19%
3,755
75
$387K 0.18%
5,933
1 2
3
4 5