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
$311M
AUM Growth
+$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.16M
3
+$761K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$575K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$430K

Top Sells

1
+$13.8M
2
+$8.3M
3
+$3.74M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$218K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$207K

Sector Composition

1 Technology 8.02%
2 Consumer Staples 3.58%
3 Healthcare 1.99%
4 Consumer Discretionary 1.94%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$178K 0.06%
3,518
+30
127
$176K 0.06%
1,836
+160
128
$174K 0.06%
275
129
$173K 0.06%
353
+31
130
$172K 0.06%
3,344
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131
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-14
132
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3,819
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133
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727
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134
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638
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135
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9,932
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136
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137
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138
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139
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681
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140
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141
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144
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145
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146
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147
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148
$133K 0.04%
534
149
$129K 0.04%
19,627
-1,887
150
$127K 0.04%
2,166
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6
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