AWM

Atticus Wealth Management Portfolio holdings

AUM $396M
1-Year Est. Return 15.65%
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
-$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$10.6K

Top Sells

1
+$38.8M
2
+$25.9M
3
+$6.42M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$5.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.02M

Sector Composition

1 Technology 9.45%
2 Consumer Staples 5.98%
3 Healthcare 4.55%
4 Consumer Discretionary 3.46%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$165K 0.08%
5,204
127
$163K 0.08%
2,466
128
$161K 0.08%
15,000
129
$157K 0.08%
258
130
$157K 0.08%
9,000
131
$157K 0.08%
1,593
132
$152K 0.07%
395
133
$151K 0.07%
350
134
$149K 0.07%
3,493
135
$149K 0.07%
1,603
136
$148K 0.07%
3,500
137
$146K 0.07%
386
138
$142K 0.07%
81
139
$141K 0.07%
659
140
$141K 0.07%
3,610
141
$140K 0.07%
19,279
142
$133K 0.06%
939
143
$131K 0.06%
1,226
144
$131K 0.06%
1,000
145
$128K 0.06%
4,115
146
$128K 0.06%
1,641
147
$126K 0.06%
2,012
148
$122K 0.06%
1,355
149
$121K 0.06%
2,522
150
$119K 0.06%
3,446
4 5
6
7 8