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
$207M
AUM Growth
-$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$10.6K

Top Sells

1
+$38.8M
2
+$25.9M
3
+$6.42M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$5.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.02M

Sector Composition

1 Technology 9.45%
2 Consumer Staples 5.98%
3 Healthcare 4.55%
4 Consumer Discretionary 3.46%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$118K 0.06%
2,181
152
$118K 0.06%
1,696
153
$116K 0.06%
760
154
$116K 0.06%
1,200
155
$116K 0.06%
4,334
156
$115K 0.06%
1,195
157
$114K 0.06%
666
158
$113K 0.05%
1,155
159
$108K 0.05%
593
160
$104K 0.05%
676
161
$102K 0.05%
765
162
$102K 0.05%
760
163
$97K 0.05%
1,006
164
$97K 0.05%
871
165
$96K 0.05%
944
166
$94K 0.05%
793
167
$93K 0.05%
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168
$93K 0.05%
1,154
169
$91K 0.04%
596
170
$90K 0.04%
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$89K 0.04%
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$88K 0.04%
980
173
$88K 0.04%
2,332
174
$86K 0.04%
438
175
$86K 0.04%
377
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7
8 9