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
$274M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.95M
3
+$1.81M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.69M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.39M

Top Sells

1
+$2.12M
2
+$649K
3
+$582K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$492K
5
PLD icon
Prologis
PLD
+$358K

Sector Composition

1 Technology 8.73%
2 Consumer Staples 4.29%
3 Consumer Discretionary 3.58%
4 Financials 3.34%
5 Healthcare 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$263K 0.1%
1,284
+21
127
$262K 0.1%
14,658
+8,211
128
$258K 0.09%
1,690
+1,359
129
$257K 0.09%
1,035
+710
130
$253K 0.09%
4,959
+1,600
131
$252K 0.09%
+18,300
132
$238K 0.09%
1,746
+1,216
133
$233K 0.09%
691
-80
134
$232K 0.08%
4,677
-1,494
135
$226K 0.08%
2,660
+4
136
$226K 0.08%
4,660
+2,560
137
$220K 0.08%
+15,000
138
$212K 0.08%
3,198
-57
139
$210K 0.08%
275
-4
140
$209K 0.08%
4,445
+350
141
$206K 0.08%
+4,345
142
$203K 0.07%
398
-22
143
$202K 0.07%
941
+151
144
$196K 0.07%
1,086
145
$195K 0.07%
3,506
+21
146
$188K 0.07%
+80
147
$187K 0.07%
+4,334
148
$186K 0.07%
420
+43
149
$180K 0.07%
2,200
+1,700
150
$180K 0.07%
659
+4
4 5
6
7 8