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
$243M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.56M
3
+$6.5M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.35M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.16M

Top Sells

1
+$14.2M
2
+$984K
3
+$962K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$895K
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$608K

Sector Composition

1 Technology 7.21%
2 Consumer Staples 5.14%
3 Healthcare 3.71%
4 Financials 2.85%
5 Consumer Discretionary 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$306K 0.13%
1,263
-21
102
$291K 0.12%
864
-72
103
$281K 0.12%
2,560
-20
104
$276K 0.11%
538
-194
105
$274K 0.11%
10,362
106
$270K 0.11%
4,830
-260
107
$269K 0.11%
1,145
-12
108
$268K 0.11%
9,080
+80
109
$267K 0.11%
4,352
110
$266K 0.11%
1,243
+982
111
$264K 0.11%
+10,000
112
$263K 0.11%
2,182
-470
113
$262K 0.11%
1,058
+173
114
$257K 0.11%
1,235
115
$235K 0.1%
2,332
+1,137
116
$235K 0.1%
5,241
-2,590
117
$235K 0.1%
2,030
-16
118
$233K 0.1%
3,534
+30
119
$230K 0.09%
15,000
120
$223K 0.09%
3,097
-185
121
$221K 0.09%
5,674
-1,571
122
$212K 0.09%
+18,300
123
$211K 0.09%
1,058
-67
124
$207K 0.09%
11,249
+612
125
$205K 0.08%
768
-23
3 4
5
6 7