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
$124M
AUM Growth
-$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.32M
3
+$561K
4
AAPL icon
Apple
AAPL
+$537K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$459K

Top Sells

1
+$3.43M
2
+$1M
3
+$883K
4
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$807K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$741K

Sector Composition

1 Technology 7.35%
2 Consumer Staples 6.68%
3 Financials 4.76%
4 Communication Services 3.65%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$39K 0.03%
1,420
+538
177
$39K 0.03%
+4,866
178
$38K 0.03%
700
179
$38K 0.03%
556
180
$36K 0.03%
450
181
$36K 0.03%
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182
$36K 0.03%
275
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$36K 0.03%
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$34K 0.03%
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185
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186
$32K 0.03%
382
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187
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188
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190
$28K 0.02%
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$28K 0.02%
400
192
$27K 0.02%
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193
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196
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197
$25K 0.02%
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198
$24K 0.02%
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199
$23K 0.02%
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200
$22K 0.02%
634
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