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
$274M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.95M
3
+$1.81M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.69M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.39M

Top Sells

1
+$2.12M
2
+$649K
3
+$582K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$492K
5
PLD icon
Prologis
PLD
+$358K

Sector Composition

1 Technology 8.73%
2 Consumer Staples 4.29%
3 Consumer Discretionary 3.58%
4 Financials 3.34%
5 Healthcare 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.1M 0.4%
4,927
+25
52
$1.05M 0.38%
15,132
-1,971
53
$991K 0.36%
20,508
+6,782
54
$965K 0.35%
11,762
+45
55
$938K 0.34%
10,897
+8,066
56
$917K 0.33%
4,136
+2,236
57
$791K 0.29%
3,721
+1,343
58
$778K 0.28%
2,179
-100
59
$756K 0.28%
4,663
+1,612
60
$749K 0.27%
+13,474
61
$746K 0.27%
16,178
+497
62
$707K 0.26%
19,409
+1,549
63
$656K 0.24%
7,777
-103
64
$654K 0.24%
2,604
+1,946
65
$650K 0.24%
12,600
66
$633K 0.23%
8,278
+1,636
67
$619K 0.23%
3,734
+2
68
$616K 0.22%
5,149
+10
69
$612K 0.22%
3,759
+4
70
$603K 0.22%
6,840
+391
71
$589K 0.22%
1,317
+94
72
$586K 0.21%
+7,372
73
$584K 0.21%
8,550
74
$579K 0.21%
11,688
+5,580
75
$572K 0.21%
2,572
+770
1 2
3
4 5