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
$274M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.95M
3
+$1.81M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.69M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.39M

Top Sells

1
+$2.12M
2
+$649K
3
+$582K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$492K
5
PLD icon
Prologis
PLD
+$358K

Sector Composition

1 Technology 8.73%
2 Consumer Staples 4.29%
3 Consumer Discretionary 3.58%
4 Financials 3.34%
5 Healthcare 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$562K 0.21%
2,250
+288
77
$560K 0.2%
5,228
+2,824
78
$556K 0.2%
4,013
+169
79
$543K 0.2%
1,894
+15
80
$542K 0.2%
3,575
-1,065
81
$537K 0.2%
19,670
+1,350
82
$535K 0.2%
2,518
+387
83
$530K 0.19%
+7,902
84
$529K 0.19%
7,830
+759
85
$524K 0.19%
+10,460
86
$514K 0.19%
6,171
+1,296
87
$506K 0.18%
2,875
+491
88
$487K 0.18%
11,811
+3,000
89
$471K 0.17%
5,962
-70
90
$469K 0.17%
5,723
+498
91
$468K 0.17%
+2,500
92
$463K 0.17%
3,399
+191
93
$456K 0.17%
3,047
+196
94
$447K 0.16%
3,027
+2,679
95
$446K 0.16%
3,379
+659
96
$444K 0.16%
976
-61
97
$443K 0.16%
+300
98
$424K 0.15%
3,219
+101
99
$393K 0.14%
2,250
+1,010
100
$379K 0.14%
3,204
-353
2 3
4
5 6