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
$311M
AUM Growth
+$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.16M
3
+$761K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$575K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$430K

Top Sells

1
+$13.8M
2
+$8.3M
3
+$3.74M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$218K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$207K

Sector Composition

1 Technology 8.02%
2 Consumer Staples 3.58%
3 Healthcare 1.99%
4 Consumer Discretionary 1.94%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$126K 0.04%
10,594
152
$126K 0.04%
445
+1
153
$124K 0.04%
200
-62
154
$123K 0.04%
1,357
-2,410
155
$121K 0.04%
310
-6
156
$121K 0.04%
1,170
157
$120K 0.04%
521
-6
158
$120K 0.04%
717
+4
159
$115K 0.04%
5,079
+48
160
$114K 0.04%
120
-1
161
$113K 0.04%
467
+13
162
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470
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163
$110K 0.04%
775
-15
164
$107K 0.03%
548
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165
$106K 0.03%
102
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166
$106K 0.03%
1,332
+6
167
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2,041
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168
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169
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1,188
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170
$99.8K 0.03%
1,003
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171
$99.7K 0.03%
878
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172
$94.6K 0.03%
1,160
173
$94.3K 0.03%
4,784
174
$93.4K 0.03%
+875
175
$92.2K 0.03%
1,957
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