AWM

Atticus Wealth Management Portfolio holdings

AUM $396M
1-Year Est. Return 15.65%
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
-$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$10.6K

Top Sells

1
+$38.8M
2
+$25.9M
3
+$6.42M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$5.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.02M

Sector Composition

1 Technology 9.45%
2 Consumer Staples 5.98%
3 Healthcare 4.55%
4 Consumer Discretionary 3.46%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$380K 0.18%
3,372
77
$371K 0.18%
9,159
78
$368K 0.18%
11,811
79
$353K 0.17%
4,549
80
$353K 0.17%
732
81
$349K 0.17%
3,834
82
$347K 0.17%
2,500
83
$345K 0.17%
2,425
84
$343K 0.17%
936
85
$330K 0.16%
1,148
86
$330K 0.16%
2,580
87
$330K 0.16%
3,848
88
$328K 0.16%
7,831
89
$325K 0.16%
4,058
90
$322K 0.16%
594
91
$314K 0.15%
612
92
$307K 0.15%
1,245
93
$305K 0.15%
1,368
94
$302K 0.15%
7,245
95
$298K 0.14%
1,235
96
$287K 0.14%
18,920
97
$275K 0.13%
4,352
98
$270K 0.13%
3,528
99
$263K 0.13%
1,641
100
$260K 0.13%
1,157
2 3
4
5 6