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
$124M
AUM Growth
-$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.32M
3
+$561K
4
AAPL icon
Apple
AAPL
+$537K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$459K

Top Sells

1
+$3.43M
2
+$1M
3
+$883K
4
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$807K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$741K

Sector Composition

1 Technology 7.35%
2 Consumer Staples 6.68%
3 Financials 4.76%
4 Communication Services 3.65%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$67K 0.05%
628
+210
152
$66K 0.05%
338
+3
153
$65K 0.05%
672
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154
$65K 0.05%
550
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155
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156
$64K 0.05%
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157
$63K 0.05%
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-370
158
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159
$60K 0.05%
265
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161
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162
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163
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164
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$58K 0.05%
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166
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167
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171
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2,570
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174
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175
$44K 0.04%
2,171
+1,507
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