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
$274M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.95M
3
+$1.81M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.69M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.39M

Top Sells

1
+$2.12M
2
+$649K
3
+$582K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$492K
5
PLD icon
Prologis
PLD
+$358K

Sector Composition

1 Technology 8.73%
2 Consumer Staples 4.29%
3 Consumer Discretionary 3.58%
4 Financials 3.34%
5 Healthcare 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$179K 0.07%
762
-2,764
152
$178K 0.07%
1,607
+317
153
$175K 0.06%
386
154
$173K 0.06%
7,000
155
$172K 0.06%
19,080
+3,255
156
$172K 0.06%
2,453
+410
157
$168K 0.06%
954
-75
158
$168K 0.06%
+4,334
159
$166K 0.06%
+13,135
160
$165K 0.06%
1,339
-135
161
$162K 0.06%
1,603
+1,280
162
$161K 0.06%
+3,500
163
$155K 0.06%
+1,200
164
$147K 0.05%
+2,817
165
$146K 0.05%
3,119
+258
166
$146K 0.05%
+1,000
167
$144K 0.05%
3,297
+2,552
168
$143K 0.05%
1,523
+537
169
$142K 0.05%
1,667
+240
170
$139K 0.05%
284
+18
171
$137K 0.05%
+4,115
172
$133K 0.05%
+1,071
173
$132K 0.05%
517
+66
174
$130K 0.05%
1,163
175
$129K 0.05%
1,014
-88
5 6
7
8 9