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
$151M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$5.93M
3
+$3.38M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.55M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.39M

Top Sells

1
+$6.71M
2
+$3.25M
3
+$2.66M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.54M
5
OEF icon
iShares S&P 100 ETF
OEF
+$1.7M

Sector Composition

1 Technology 9.1%
2 Consumer Staples 5.4%
3 Consumer Discretionary 4.01%
4 Financials 3.91%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$156K 0.1%
+606
102
$151K 0.1%
390
-9
103
$149K 0.1%
412
+408
104
$147K 0.1%
2,040
-3,120
105
$145K 0.1%
1,474
-25
106
$144K 0.1%
4,648
+18
107
$133K 0.09%
1,400
-65
108
$130K 0.09%
2,139
-15,895
109
$124K 0.08%
+919
110
$123K 0.08%
4,520
111
$120K 0.08%
2,997
+45
112
$118K 0.08%
398
+4
113
$118K 0.08%
1,370
+30
114
$118K 0.08%
700
-250
115
$118K 0.08%
1,230
116
$117K 0.08%
1,670
-215
117
$117K 0.08%
1,125
+325
118
$117K 0.08%
+462
119
$115K 0.08%
930
120
$114K 0.08%
2,438
-125
121
$113K 0.07%
525
122
$113K 0.07%
1,415
+208
123
$111K 0.07%
4,345
+938
124
$107K 0.07%
2,000
+1,000
125
$107K 0.07%
555
+549
3 4
5
6 7