AWM

Atticus Wealth Management Portfolio holdings

AUM $396M
1-Year Est. Return 15.65%
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
-$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$10.6K

Top Sells

1
+$38.8M
2
+$25.9M
3
+$6.42M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$5.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.02M

Sector Composition

1 Technology 9.45%
2 Consumer Staples 5.98%
3 Healthcare 4.55%
4 Consumer Discretionary 3.46%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$256K 0.12%
3,056
102
$253K 0.12%
3,282
103
$251K 0.12%
4,952
104
$248K 0.12%
1,284
105
$247K 0.12%
5,090
106
$233K 0.11%
3,504
107
$233K 0.11%
2,046
108
$225K 0.11%
5,511
109
$223K 0.11%
4,539
110
$223K 0.11%
10,637
111
$220K 0.11%
791
112
$213K 0.1%
2,665
113
$212K 0.1%
2,500
114
$208K 0.1%
885
115
$196K 0.09%
1,125
116
$194K 0.09%
1,439
117
$190K 0.09%
14,070
118
$186K 0.09%
4,473
119
$185K 0.09%
2,025
120
$183K 0.09%
1,086
121
$177K 0.09%
120
122
$172K 0.08%
944
123
$169K 0.08%
3,000
124
$169K 0.08%
5,775
125
$165K 0.08%
1,074
3 4
5
6 7