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
$210M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$6.37M
3
+$5.49M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.46M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.11M

Top Sells

1
+$5.1M
2
+$4.32M
3
+$2.95M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.26M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.24M

Sector Composition

1 Technology 7.9%
2 Consumer Staples 4.58%
3 Consumer Discretionary 3.85%
4 Communication Services 3.51%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$215K 0.1%
16,120
-3,920
102
$211K 0.1%
2,044
-455
103
$210K 0.1%
750
+50
104
$210K 0.1%
2,567
+705
105
$209K 0.1%
1,031
-556
106
$203K 0.1%
1,787
-453
107
$202K 0.1%
845
+95
108
$201K 0.1%
3,108
-70
109
$200K 0.1%
2,659
+108
110
$197K 0.09%
995
+80
111
$192K 0.09%
2,523
+35
112
$188K 0.09%
1,252
+207
113
$186K 0.09%
4,020
-50
114
$185K 0.09%
7,000
115
$179K 0.09%
1,589
-175
116
$175K 0.08%
816
117
$167K 0.08%
1,462
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118
$165K 0.08%
393
119
$163K 0.08%
711
120
$162K 0.08%
4,465
+43
121
$158K 0.08%
684
+34
122
$155K 0.07%
560
123
$155K 0.07%
911
+98
124
$155K 0.07%
2,768
+1,000
125
$154K 0.07%
386
-17
3 4
5
6 7