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
$306M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$3.42M
3
+$3.21M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$652K
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$599K

Top Sells

1
+$6.79M
2
+$1.26M
3
+$806K
4
AAPL icon
Apple
AAPL
+$715K
5
AXP icon
American Express
AXP
+$569K

Sector Composition

1 Technology 7.09%
2 Consumer Staples 3.88%
3 Healthcare 2.24%
4 Consumer Discretionary 2.01%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$426K 0.14%
1,508
77
$421K 0.14%
2,393
-330
78
$419K 0.14%
830
-93
79
$398K 0.13%
3,000
-2,050
80
$387K 0.13%
834
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81
$379K 0.12%
6,300
-1,299
82
$372K 0.12%
1,263
83
$362K 0.12%
556
+132
84
$349K 0.11%
2,239
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85
$346K 0.11%
6,739
-110
86
$333K 0.11%
4,384
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87
$333K 0.11%
2,864
-1,150
88
$329K 0.11%
10,000
89
$325K 0.11%
10,097
-732
90
$325K 0.11%
2,288
+528
91
$323K 0.11%
1,845
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92
$317K 0.1%
8,461
93
$311K 0.1%
1,285
-27
94
$309K 0.1%
2,717
-275
95
$308K 0.1%
8,909
96
$305K 0.1%
1,232
97
$299K 0.1%
603
+252
98
$296K 0.1%
56,512
-12,812
99
$293K 0.1%
24,661
-1,223
100
$291K 0.1%
4,352
2 3
4
5 6