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
$243M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.56M
3
+$6.5M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.35M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.16M

Top Sells

1
+$14.2M
2
+$984K
3
+$962K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$895K
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$608K

Sector Composition

1 Technology 7.21%
2 Consumer Staples 5.14%
3 Healthcare 3.71%
4 Financials 2.85%
5 Consumer Discretionary 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$483K 0.2%
3,559
-211
77
$462K 0.19%
+4,388
78
$447K 0.18%
8,732
+764
79
$443K 0.18%
4,014
+166
80
$439K 0.18%
3,271
-101
81
$428K 0.18%
9,048
-111
82
$420K 0.17%
+11,072
83
$408K 0.17%
8,350
-125
84
$408K 0.17%
4,691
-1,337
85
$402K 0.17%
2,861
-958
86
$401K 0.16%
2,847
-38
87
$395K 0.16%
300
88
$391K 0.16%
11,811
89
$369K 0.15%
2,500
90
$362K 0.15%
3,717
-117
91
$360K 0.15%
3,279
-316
92
$358K 0.15%
17,690
+14,730
93
$341K 0.14%
3,439
-89
94
$340K 0.14%
1,041
-107
95
$328K 0.13%
2,340
-85
96
$328K 0.13%
595
+1
97
$324K 0.13%
4,308
-11,897
98
$318K 0.13%
600
-12
99
$313K 0.13%
1,232
-13
100
$311K 0.13%
3,667
+611
2 3
4
5 6