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
$168M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$848K
3
+$779K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$768K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$588K

Top Sells

1
+$796K
2
+$565K
3
+$430K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$424K
5
CME icon
CME Group
CME
+$401K

Sector Composition

1 Technology 9.5%
2 Consumer Staples 5.45%
3 Consumer Discretionary 4.36%
4 Communication Services 3.81%
5 Healthcare 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$113K 0.07%
3,675
127
$113K 0.07%
678
+577
128
$113K 0.07%
415
+410
129
$112K 0.07%
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-170
130
$111K 0.07%
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+1
131
$111K 0.07%
590
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132
$109K 0.07%
4,045
-475
133
$107K 0.06%
+450
134
$107K 0.06%
3,024
-8,220
135
$105K 0.06%
648
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136
$103K 0.06%
405
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137
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1,050
138
$100K 0.06%
1,740
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139
$97K 0.06%
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140
$95K 0.06%
835
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141
$94K 0.06%
2,225
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142
$93K 0.06%
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143
$92K 0.05%
1,442
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144
$91K 0.05%
15,135
+3,785
145
$88K 0.05%
532
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146
$88K 0.05%
300
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147
$88K 0.05%
4,024
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148
$87K 0.05%
1,404
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149
$79K 0.05%
2,032
150
$79K 0.05%
3,345
-1,000
4 5
6
7 8