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
$124M
AUM Growth
-$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.32M
3
+$561K
4
AAPL icon
Apple
AAPL
+$537K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$459K

Top Sells

1
+$3.43M
2
+$1M
3
+$883K
4
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$807K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$741K

Sector Composition

1 Technology 7.35%
2 Consumer Staples 6.68%
3 Financials 4.76%
4 Communication Services 3.65%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$127K 0.1%
816
102
$125K 0.1%
399
-23
103
$124K 0.1%
2,737
+1,712
104
$124K 0.1%
1,499
-52
105
$124K 0.1%
+3,996
106
$122K 0.1%
+4,607
107
$118K 0.1%
1,987
-43
108
$116K 0.09%
1,350
+73
109
$116K 0.09%
2,099
+1,364
110
$113K 0.09%
930
111
$112K 0.09%
2,952
+408
112
$112K 0.09%
890
+30
113
$102K 0.08%
2,030
-4
114
$102K 0.08%
9,984
-4,074
115
$101K 0.08%
2,563
+33
116
$101K 0.08%
1,750
+398
117
$100K 0.08%
5,170
-3,760
118
$100K 0.08%
1,230
-205
119
$98K 0.08%
3,407
-2,407
120
$97K 0.08%
1,207
-498
121
$93K 0.08%
967
-39
122
$91K 0.07%
394
-18
123
$90K 0.07%
444
+2
124
$89K 0.07%
2,298
125
$89K 0.07%
1,005
3 4
5
6 7