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
$306M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$3.42M
3
+$3.21M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$652K
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$599K

Top Sells

1
+$6.79M
2
+$1.26M
3
+$806K
4
AAPL icon
Apple
AAPL
+$715K
5
AXP icon
American Express
AXP
+$569K

Sector Composition

1 Technology 7.09%
2 Consumer Staples 3.88%
3 Healthcare 2.24%
4 Consumer Discretionary 2.01%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$790K 0.26%
5,191
-153
52
$726K 0.24%
3,988
-238
53
$712K 0.23%
21,778
54
$701K 0.23%
3,401
-348
55
$694K 0.23%
4,397
+250
56
$691K 0.23%
3,856
-136
57
$672K 0.22%
20,013
+3,250
58
$671K 0.22%
3,827
+10
59
$666K 0.22%
15,817
+1,629
60
$629K 0.21%
3,138
+698
61
$615K 0.2%
15,784
-104
62
$614K 0.2%
3,201
-285
63
$599K 0.2%
+18,328
64
$574K 0.19%
1,182
+306
65
$561K 0.18%
8,210
66
$559K 0.18%
4,237
-561
67
$522K 0.17%
13,348
68
$516K 0.17%
29,804
+568
69
$511K 0.17%
8,420
-1,090
70
$488K 0.16%
1,020
71
$456K 0.15%
2,690
+9
72
$453K 0.15%
11,447
-1,420
73
$451K 0.15%
938
+1
74
$442K 0.14%
5,057
-2,499
75
$436K 0.14%
3,475
-129
1 2
3
4 5