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
$262M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$13.4M
3
+$6.29M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.13M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.5M

Top Sells

1
+$16.7M
2
+$4.09M
3
+$3.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.44M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.34M

Sector Composition

1 Technology 6.93%
2 Consumer Staples 4.42%
3 Healthcare 2.37%
4 Financials 2.14%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$302K 0.12%
1,263
102
$289K 0.11%
750
-114
103
$285K 0.11%
+7,028
104
$282K 0.11%
3,771
-14,209
105
$278K 0.11%
2,512
-1,047
106
$277K 0.11%
2,739
-17,259
107
$277K 0.11%
4,540
-701
108
$275K 0.11%
10,000
109
$273K 0.1%
6,695
-2,037
110
$272K 0.1%
4,352
111
$264K 0.1%
3,803
+706
112
$262K 0.1%
+1,788
113
$256K 0.1%
1,145
114
$254K 0.1%
3,543
+9
115
$252K 0.1%
8,811
-3,000
116
$252K 0.1%
9,060
-3,130
117
$249K 0.1%
2,489
-2,202
118
$238K 0.09%
1,243
119
$233K 0.09%
506
-32
120
$232K 0.09%
+5,486
121
$228K 0.09%
2,332
122
$222K 0.08%
11,550
+301
123
$221K 0.08%
+8,758
124
$220K 0.08%
768
125
$217K 0.08%
18,300
3 4
5
6 7