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
$262M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$13.4M
3
+$6.29M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.13M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.5M

Top Sells

1
+$16.7M
2
+$4.09M
3
+$3.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.44M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.34M

Sector Composition

1 Technology 6.93%
2 Consumer Staples 4.42%
3 Healthcare 2.37%
4 Financials 2.14%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$513K 0.2%
10,121
-1,408
77
$505K 0.19%
7,439
-3,012
78
$504K 0.19%
4,106
+389
79
$471K 0.18%
4,425
+3,961
80
$465K 0.18%
2,239
-3,732
81
$458K 0.17%
1,593
-623
82
$440K 0.17%
4,014
83
$412K 0.16%
2,500
84
$399K 0.15%
3,759
-629
85
$386K 0.15%
2,793
-68
86
$375K 0.14%
7,638
-1,410
87
$372K 0.14%
17,750
+60
88
$368K 0.14%
+3,708
89
$363K 0.14%
4,412
+3,894
90
$358K 0.14%
3,536
+257
91
$357K 0.14%
1,834
-2,213
92
$348K 0.13%
1,523
-754
93
$339K 0.13%
953
-88
94
$334K 0.13%
4,378
+70
95
$330K 0.13%
2,529
-742
96
$327K 0.13%
10,489
+5,117
97
$322K 0.12%
559
-36
98
$310K 0.12%
5,341
-32,588
99
$305K 0.12%
1,232
100
$304K 0.12%
2,322
-525
2 3
4
5 6