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
$243M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.56M
3
+$6.5M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.35M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.16M

Top Sells

1
+$14.2M
2
+$984K
3
+$962K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$895K
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$608K

Sector Composition

1 Technology 7.21%
2 Consumer Staples 5.14%
3 Healthcare 3.71%
4 Financials 2.85%
5 Consumer Discretionary 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$908K 0.37%
+81,527
52
$836K 0.34%
5,171
-52
53
$805K 0.33%
+26,781
54
$801K 0.33%
3,853
-267
55
$800K 0.33%
18,581
-2,582
56
$753K 0.31%
10,443
-5,492
57
$744K 0.31%
9,584
+1,997
58
$736K 0.3%
5,971
+4,265
59
$728K 0.3%
4,047
-463
60
$723K 0.3%
4,029
+274
61
$721K 0.3%
1,970
-21
62
$699K 0.29%
1,282
-35
63
$690K 0.28%
31,374
+29,448
64
$683K 0.28%
2,216
-99
65
$673K 0.28%
10,451
-9,455
66
$660K 0.27%
1,897
+46
67
$650K 0.27%
9,223
+829
68
$648K 0.27%
3,055
+306
69
$644K 0.26%
+23,461
70
$635K 0.26%
2,409
+267
71
$619K 0.25%
7,438
-84
72
$571K 0.23%
11,529
+1,025
73
$565K 0.23%
2,277
+308
74
$512K 0.21%
2,835
-252
75
$500K 0.21%
3,764
+26
1 2
3
4 5