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
$311M
AUM Growth
+$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.16M
3
+$761K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$575K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$430K

Top Sells

1
+$13.8M
2
+$8.3M
3
+$3.74M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$218K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$207K

Sector Composition

1 Technology 8.02%
2 Consumer Staples 3.58%
3 Healthcare 1.99%
4 Consumer Discretionary 1.94%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$286K 0.09%
3,544
+557
102
$284K 0.09%
3,619
+20
103
$277K 0.09%
995
104
$272K 0.09%
15,030
-5,723
105
$271K 0.09%
7,155
106
$270K 0.09%
742
+124
107
$270K 0.09%
702
108
$268K 0.09%
2,126
109
$262K 0.08%
1,535
-18
110
$256K 0.08%
946
111
$239K 0.08%
675
112
$228K 0.07%
1,359
-443
113
$222K 0.07%
1,865
-10
114
$217K 0.07%
3,725
+705
115
$207K 0.07%
1,218
-153
116
$207K 0.07%
2,579
-13
117
$204K 0.07%
+7,811
118
$196K 0.06%
3,728
-253
119
$189K 0.06%
1,557
120
$188K 0.06%
380
121
$187K 0.06%
8,483
+15
122
$185K 0.06%
3,163
+6
123
$182K 0.06%
1,980
+26
124
$182K 0.06%
349
125
$180K 0.06%
3,043
+9
3 4
5
6 7