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
$124M
AUM Growth
-$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.32M
3
+$561K
4
AAPL icon
Apple
AAPL
+$537K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$459K

Top Sells

1
+$3.43M
2
+$1M
3
+$883K
4
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$807K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$741K

Sector Composition

1 Technology 7.35%
2 Consumer Staples 6.68%
3 Financials 4.76%
4 Communication Services 3.65%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$87K 0.07%
+4,550
127
$86K 0.07%
525
+135
128
$86K 0.07%
+1,340
129
$86K 0.07%
2,700
-450
130
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4,520
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131
$84K 0.07%
+7,152
132
$81K 0.07%
563
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133
$81K 0.07%
1,969
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134
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+1,748
135
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785
136
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725
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137
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830
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138
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139
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140
$74K 0.06%
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141
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245
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143
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298
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145
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146
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771
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147
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1,050
148
$71K 0.06%
2,437
-3,817
149
$70K 0.06%
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150
$68K 0.05%
509
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4 5
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