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
$306M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$3.42M
3
+$3.21M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$652K
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$599K

Top Sells

1
+$6.79M
2
+$1.26M
3
+$806K
4
AAPL icon
Apple
AAPL
+$715K
5
AXP icon
American Express
AXP
+$569K

Sector Composition

1 Technology 7.09%
2 Consumer Staples 3.88%
3 Healthcare 2.24%
4 Consumer Discretionary 2.01%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$287K 0.09%
1,502
-778
102
$285K 0.09%
2,479
103
$276K 0.09%
2,392
+13
104
$274K 0.09%
471
-130
105
$262K 0.09%
757
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106
$256K 0.08%
2,791
+145
107
$255K 0.08%
1,243
108
$254K 0.08%
3,000
109
$250K 0.08%
725
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110
$248K 0.08%
995
111
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4,915
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112
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1,951
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113
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2,584
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114
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1,887
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115
$241K 0.08%
946
116
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1,854
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117
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1,802
118
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119
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120
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121
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1,570
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122
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10,824
-80
123
$188K 0.06%
953
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124
$181K 0.06%
349
125
$181K 0.06%
4,314
-298
3 4
5
6 7