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
$210M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$6.37M
3
+$5.49M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.46M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.11M

Top Sells

1
+$5.1M
2
+$4.32M
3
+$2.95M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.26M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.24M

Sector Composition

1 Technology 7.9%
2 Consumer Staples 4.58%
3 Consumer Discretionary 3.85%
4 Communication Services 3.51%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$154K 0.07%
1,159
+26
127
$154K 0.07%
624
+6
128
$152K 0.07%
398
129
$152K 0.07%
4,005
-19
130
$149K 0.07%
+2,336
131
$145K 0.07%
3,620
-425
132
$143K 0.07%
4,230
+195
133
$138K 0.07%
625
-75
134
$138K 0.07%
3,048
+18
135
$137K 0.07%
2,701
-8,874
136
$137K 0.07%
2,806
-1
137
$136K 0.06%
+414
138
$134K 0.06%
1,009
-3
139
$133K 0.06%
1,500
140
$126K 0.06%
2,253
+11
141
$125K 0.06%
1,988
-231
142
$124K 0.06%
4,552
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143
$121K 0.06%
551
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144
$117K 0.06%
830
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145
$113K 0.05%
711
146
$112K 0.05%
1,163
147
$112K 0.05%
869
+24
148
$111K 0.05%
1,500
149
$111K 0.05%
1,834
+5
150
$108K 0.05%
558
+300
4 5
6
7 8