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
$151M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$5.93M
3
+$3.38M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.55M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.39M

Top Sells

1
+$6.71M
2
+$3.25M
3
+$2.66M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.54M
5
OEF icon
iShares S&P 100 ETF
OEF
+$1.7M

Sector Composition

1 Technology 9.1%
2 Consumer Staples 5.4%
3 Consumer Discretionary 4.01%
4 Financials 3.91%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$261K 0.17%
2,655
-524
77
$246K 0.16%
1,055
78
$239K 0.16%
1,243
+104
79
$232K 0.15%
24,440
80
$231K 0.15%
3,002
+9
81
$224K 0.15%
+955
82
$222K 0.15%
6,250
-74,925
83
$220K 0.15%
2,665
+710
84
$219K 0.14%
1,550
85
$219K 0.14%
1,263
-1,150
86
$215K 0.14%
1,286
87
$211K 0.14%
6,242
88
$190K 0.13%
+2,045
89
$187K 0.12%
7,000
90
$181K 0.12%
2,228
+6
91
$177K 0.12%
685
+22
92
$177K 0.12%
890
93
$176K 0.12%
2,200
94
$170K 0.11%
1,083
95
$168K 0.11%
3,249
-751
96
$163K 0.11%
3,651
-3,955
97
$162K 0.11%
816
98
$161K 0.11%
2,482
+495
99
$160K 0.11%
2,717
-559
100
$157K 0.1%
2,600
-388
2 3
4
5 6