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
$168M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$848K
3
+$779K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$768K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$588K

Top Sells

1
+$796K
2
+$565K
3
+$430K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$424K
5
CME icon
CME Group
CME
+$401K

Sector Composition

1 Technology 9.5%
2 Consumer Staples 5.45%
3 Consumer Discretionary 4.36%
4 Communication Services 3.81%
5 Healthcare 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$78K 0.05%
1,033
+5
152
$77K 0.05%
541
+3
153
$76K 0.05%
+3,500
154
$75K 0.04%
1,130
155
$72K 0.04%
2,000
156
$71K 0.04%
486
+70
157
$71K 0.04%
265
158
$71K 0.04%
225
159
$71K 0.04%
126
160
$71K 0.04%
+1,415
161
$71K 0.04%
430
-55
162
$65K 0.04%
652
+4
163
$64K 0.04%
1,226
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164
$60K 0.04%
1,998
165
$59K 0.04%
1,259
166
$58K 0.03%
611
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167
$58K 0.03%
350
168
$58K 0.03%
525
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169
$56K 0.03%
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170
$56K 0.03%
275
171
$54K 0.03%
516
172
$54K 0.03%
3,653
173
$52K 0.03%
1,000
174
$52K 0.03%
450
175
$51K 0.03%
90
5 6
7
8 9