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
$210M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$6.37M
3
+$5.49M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.46M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.11M

Top Sells

1
+$5.1M
2
+$4.32M
3
+$2.95M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.26M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.24M

Sector Composition

1 Technology 7.9%
2 Consumer Staples 4.58%
3 Consumer Discretionary 3.85%
4 Communication Services 3.51%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$107K 0.05%
757
-380
152
$104K 0.05%
2,032
153
$104K 0.05%
548
+3
154
$103K 0.05%
414
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155
$102K 0.05%
1,207
156
$102K 0.05%
506
-46
157
$101K 0.05%
870
158
$100K 0.05%
12,825
+2,775
159
$99K 0.05%
1,350
160
$98K 0.05%
1,599
+353
161
$95K 0.05%
265
162
$95K 0.05%
1,037
163
$91K 0.04%
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164
$91K 0.04%
825
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165
$89K 0.04%
1,446
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166
$89K 0.04%
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167
$88K 0.04%
267
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168
$87K 0.04%
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169
$87K 0.04%
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170
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1,520
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171
$84K 0.04%
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172
$82K 0.04%
2,100
173
$77K 0.04%
3,558
174
$75K 0.04%
1,000
175
$74K 0.04%
526
-21
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7
8 9