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
$124M
AUM Growth
-$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.32M
3
+$561K
4
AAPL icon
Apple
AAPL
+$537K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$459K

Top Sells

1
+$3.43M
2
+$1M
3
+$883K
4
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$807K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$741K

Sector Composition

1 Technology 7.35%
2 Consumer Staples 6.68%
3 Financials 4.76%
4 Communication Services 3.65%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$210K 0.17%
6,242
77
$201K 0.16%
11,830
+3,911
78
$198K 0.16%
1,550
-9
79
$190K 0.15%
1,286
-185
80
$189K 0.15%
1,139
-303
81
$183K 0.15%
3,276
-643
82
$180K 0.15%
5,160
+4,635
83
$178K 0.14%
2,200
+270
84
$176K 0.14%
1,539
85
$172K 0.14%
7,000
86
$171K 0.14%
1,795
-200
87
$161K 0.13%
5,650
+4,376
88
$161K 0.13%
24,440
-20,640
89
$160K 0.13%
2,222
+7
90
$155K 0.13%
1,955
-43,207
91
$149K 0.12%
2,032
-925
92
$147K 0.12%
+1,386
93
$144K 0.12%
663
+460
94
$143K 0.12%
4,630
+38
95
$138K 0.11%
1,885
-323
96
$137K 0.11%
2,988
+2
97
$134K 0.11%
950
-5
98
$133K 0.11%
1,083
-6
99
$132K 0.11%
1,573
-311
100
$128K 0.1%
1,465
-1,077
2 3
4
5 6