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
$210M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$6.37M
3
+$5.49M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.46M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.11M

Top Sells

1
+$5.1M
2
+$4.32M
3
+$2.95M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.26M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.24M

Sector Composition

1 Technology 7.9%
2 Consumer Staples 4.58%
3 Consumer Discretionary 3.85%
4 Communication Services 3.51%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$371K 0.18%
1,727
+897
77
$367K 0.17%
2,724
+25
78
$365K 0.17%
3,376
+2
79
$365K 0.17%
1,630
+7
80
$343K 0.16%
752
+19
81
$327K 0.16%
1,263
82
$327K 0.16%
2,311
-322
83
$323K 0.15%
4,119
+322
84
$315K 0.15%
2,420
85
$300K 0.14%
1,971
-86
86
$299K 0.14%
5,138
-2,990
87
$296K 0.14%
1,051
-200
88
$286K 0.14%
7,755
89
$283K 0.13%
4,425
90
$283K 0.13%
4,410
+1,378
91
$261K 0.12%
985
+325
92
$251K 0.12%
1,058
+3
93
$247K 0.12%
2,657
+875
94
$246K 0.12%
3,329
+157
95
$238K 0.11%
1,050
-42
96
$230K 0.11%
1,210
+168
97
$217K 0.1%
851
+80
98
$217K 0.1%
1,089
99
$216K 0.1%
1,550
100
$215K 0.1%
1,342
-334
2 3
4
5 6