AWM

Atticus Wealth Management Portfolio holdings

AUM $396M
1-Year Est. Return 15.65%
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
-$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$10.6K

Top Sells

1
+$38.8M
2
+$25.9M
3
+$6.42M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$5.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.02M

Sector Composition

1 Technology 9.45%
2 Consumer Staples 5.98%
3 Healthcare 4.55%
4 Consumer Discretionary 3.46%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$584K 0.28%
1,851
52
$571K 0.28%
17,380
53
$569K 0.28%
6,028
54
$558K 0.27%
7,587
55
$557K 0.27%
2,315
56
$544K 0.26%
3,755
57
$530K 0.26%
9,003
58
$529K 0.26%
2,142
59
$524K 0.25%
10,504
60
$514K 0.25%
3,087
61
$504K 0.24%
3,819
62
$498K 0.24%
8,469
63
$490K 0.24%
3,738
64
$480K 0.23%
8,475
65
$478K 0.23%
3,770
66
$475K 0.23%
7,522
67
$436K 0.21%
1,969
68
$428K 0.21%
2,652
69
$418K 0.2%
7,968
70
$407K 0.2%
2,885
71
$391K 0.19%
3,595
72
$389K 0.19%
2,354
73
$388K 0.19%
10,362
74
$388K 0.19%
300
75
$385K 0.19%
6,204
1 2
3
4 5