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
$311M
AUM Growth
+$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.16M
3
+$761K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$575K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$430K

Top Sells

1
+$13.8M
2
+$8.3M
3
+$3.74M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$218K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$207K

Sector Composition

1 Technology 8.02%
2 Consumer Staples 3.58%
3 Healthcare 1.99%
4 Consumer Discretionary 1.94%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$758K 0.24%
3,596
+217
52
$745K 0.24%
3,774
+60
53
$738K 0.24%
21,778
54
$736K 0.24%
5,185
+29
55
$719K 0.23%
20,013
56
$699K 0.22%
3,840
+13
57
$690K 0.22%
1,397
-81
58
$669K 0.21%
15,634
59
$652K 0.21%
14,383
+3,298
60
$644K 0.21%
4,372
-10
61
$631K 0.2%
8,140
62
$611K 0.2%
3,022
-32
63
$591K 0.19%
11,645
-73,706
64
$590K 0.19%
3,111
-217
65
$565K 0.18%
7,970
-70
66
$552K 0.18%
13,348
67
$539K 0.17%
1,020
68
$532K 0.17%
2,651
+22
69
$527K 0.17%
4,809
-668
70
$497K 0.16%
3,755
+715
71
$495K 0.16%
939
+1
72
$494K 0.16%
1,889
-6
73
$464K 0.15%
794
+31
74
$459K 0.15%
4,041
-58
75
$440K 0.14%
2,572
+126
1 2
3
4 5