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
$168M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$848K
3
+$779K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$768K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$588K

Top Sells

1
+$796K
2
+$565K
3
+$430K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$424K
5
CME icon
CME Group
CME
+$401K

Sector Composition

1 Technology 9.5%
2 Consumer Staples 5.45%
3 Consumer Discretionary 4.36%
4 Communication Services 3.81%
5 Healthcare 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$246K 0.15%
556
+144
77
$246K 0.15%
2,416
+371
78
$239K 0.14%
1,055
79
$229K 0.14%
1,550
80
$221K 0.13%
4,273
-2,497
81
$221K 0.13%
2,665
82
$217K 0.13%
461
-1
83
$215K 0.13%
5,933
-309
84
$208K 0.12%
1,089
+6
85
$208K 0.12%
15,400
-9,040
86
$198K 0.12%
3,137
+135
87
$196K 0.12%
2,484
+256
88
$195K 0.12%
2,200
89
$194K 0.12%
1,952
+314
90
$188K 0.11%
7,000
91
$178K 0.11%
1,847
-2,188
92
$178K 0.11%
1,960
+590
93
$176K 0.1%
728
+43
94
$174K 0.1%
7,380
+7,200
95
$172K 0.1%
+797
96
$166K 0.1%
2,027
+19
97
$163K 0.1%
816
98
$163K 0.1%
3,000
-249
99
$162K 0.1%
4,649
+1
100
$161K 0.1%
390
2 3
4
5 6