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
$274M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.95M
3
+$1.81M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.69M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.39M

Top Sells

1
+$2.12M
2
+$649K
3
+$582K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$492K
5
PLD icon
Prologis
PLD
+$358K

Sector Composition

1 Technology 8.73%
2 Consumer Staples 4.29%
3 Consumer Discretionary 3.58%
4 Financials 3.34%
5 Healthcare 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$376K 0.14%
1,002
+736
102
$366K 0.13%
620
-99
103
$360K 0.13%
1,492
+403
104
$345K 0.13%
1,397
-94
105
$342K 0.12%
5,430
+200
106
$342K 0.12%
2,824
+251
107
$335K 0.12%
1,166
+1,059
108
$316K 0.12%
3,478
+3,282
109
$313K 0.11%
1,870
-40
110
$311K 0.11%
3,768
+1,000
111
$305K 0.11%
953
-70
112
$305K 0.11%
4,361
+9
113
$302K 0.11%
1,163
-90
114
$301K 0.11%
1,157
+52
115
$299K 0.11%
1,478
-762
116
$297K 0.11%
6,179
+2,210
117
$294K 0.11%
5,676
+2,202
118
$291K 0.11%
2,880
+1,830
119
$287K 0.1%
5,775
+3,100
120
$284K 0.1%
2,181
+1,441
121
$279K 0.1%
11,199
+9,854
122
$275K 0.1%
11,616
+11,612
123
$272K 0.1%
1,284
-24
124
$271K 0.1%
3,344
-291
125
$268K 0.1%
1,380
+487
3 4
5
6 7