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
$311M
AUM Growth
+$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.16M
3
+$761K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$575K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$430K

Top Sells

1
+$13.8M
2
+$8.3M
3
+$3.74M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$218K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$207K

Sector Composition

1 Technology 8.02%
2 Consumer Staples 3.58%
3 Healthcare 1.99%
4 Consumer Discretionary 1.94%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$429K 0.14%
1,420
-3
77
$427K 0.14%
9,566
-2,359
78
$409K 0.13%
1,263
79
$407K 0.13%
2,362
-268
80
$395K 0.13%
3,000
81
$395K 0.13%
4,426
+74
82
$389K 0.12%
815
-9
83
$356K 0.11%
3,039
84
$353K 0.11%
7,027
+4,116
85
$347K 0.11%
10,000
86
$341K 0.11%
10,263
+96
87
$341K 0.11%
1,144
-15
88
$332K 0.11%
4,117
-49
89
$332K 0.11%
2,641
+246
90
$331K 0.11%
+7,414
91
$330K 0.11%
8,461
92
$329K 0.11%
8,909
93
$325K 0.1%
523
+15
94
$315K 0.1%
609
-245
95
$301K 0.1%
2,637
-36
96
$296K 0.1%
1,229
-3
97
$295K 0.09%
1,646
+5
98
$294K 0.09%
23,797
+259
99
$294K 0.09%
2,175
+229
100
$288K 0.09%
4,543
+18
2 3
4
5 6