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
$151M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$5.93M
3
+$3.38M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.55M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.39M

Top Sells

1
+$6.71M
2
+$3.25M
3
+$2.66M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.54M
5
OEF icon
iShares S&P 100 ETF
OEF
+$1.7M

Sector Composition

1 Technology 9.1%
2 Consumer Staples 5.4%
3 Consumer Discretionary 4.01%
4 Financials 3.91%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$106K 0.07%
2,008
-729
127
$106K 0.07%
774
+49
128
$104K 0.07%
2,031
+1
129
$103K 0.07%
3,675
130
$101K 0.07%
306
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131
$98K 0.06%
2,804
-11
132
$98K 0.06%
967
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133
$95K 0.06%
404
-40
134
$95K 0.06%
1,832
+12
135
$95K 0.06%
1,638
+1,208
136
$94K 0.06%
782
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137
$93K 0.06%
1,020
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138
$91K 0.06%
3,244
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139
$91K 0.06%
1,050
140
$88K 0.06%
834
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141
$86K 0.06%
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142
$83K 0.05%
3,161
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143
$80K 0.05%
2,032
-266
144
$79K 0.05%
126
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145
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735
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146
$77K 0.05%
4,308
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147
$71K 0.05%
1,028
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148
$70K 0.05%
325
-13
149
$70K 0.05%
265
150
$70K 0.05%
1,130
4 5
6
7 8