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
$168M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$848K
3
+$779K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$768K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$588K

Top Sells

1
+$796K
2
+$565K
3
+$430K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$424K
5
CME icon
CME Group
CME
+$401K

Sector Composition

1 Technology 9.5%
2 Consumer Staples 5.45%
3 Consumer Discretionary 4.36%
4 Communication Services 3.81%
5 Healthcare 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$155K 0.09%
2,600
102
$152K 0.09%
2,568
-4,226
103
$149K 0.09%
2,547
+65
104
$148K 0.09%
4,060
+3,760
105
$148K 0.09%
894
-25
106
$143K 0.09%
2,253
+114
107
$143K 0.09%
699
-544
108
$140K 0.08%
3,000
+3
109
$138K 0.08%
878
+96
110
$138K 0.08%
700
111
$137K 0.08%
588
+33
112
$134K 0.08%
2,214
-503
113
$130K 0.08%
398
114
$127K 0.08%
1,011
-463
115
$126K 0.08%
1,317
-83
116
$125K 0.07%
1,230
117
$124K 0.07%
550
+25
118
$123K 0.07%
1,136
+169
119
$120K 0.07%
884
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120
$120K 0.07%
1,022
+2
121
$120K 0.07%
930
122
$117K 0.07%
2,032
+1
123
$116K 0.07%
1,415
124
$116K 0.07%
3,368
-283
125
$115K 0.07%
+1,861
3 4
5
6 7