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
$262M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$13.4M
3
+$6.29M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.13M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.5M

Top Sells

1
+$16.7M
2
+$4.09M
3
+$3.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.44M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.34M

Sector Composition

1 Technology 6.93%
2 Consumer Staples 4.42%
3 Healthcare 2.37%
4 Financials 2.14%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$772K 0.3%
4,864
-1,358
52
$740K 0.28%
4,861
-2,543
53
$730K 0.28%
+24,967
54
$696K 0.27%
20,401
+1,820
55
$693K 0.26%
9,179
-6,774
56
$690K 0.26%
31,554
+180
57
$689K 0.26%
2,820
-1,447
58
$680K 0.26%
10,637
-7,971
59
$677K 0.26%
4,151
+122
60
$673K 0.26%
6,756
+5,798
61
$669K 0.26%
23,461
62
$660K 0.25%
4,925
-2,495
63
$649K 0.25%
12,399
+4,961
64
$643K 0.25%
+19,352
65
$622K 0.24%
1,810
-160
66
$619K 0.24%
1,704
-193
67
$616K 0.24%
3,363
+2,242
68
$579K 0.22%
3,178
+343
69
$563K 0.22%
1,220
-62
70
$562K 0.21%
+18,982
71
$555K 0.21%
8,350
72
$550K 0.21%
5,168
-6,190
73
$532K 0.2%
7,317
-3,126
74
$529K 0.2%
3,776
+12
75
$528K 0.2%
5,080
-7,140
1 2
3
4 5