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
$151M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$5.93M
3
+$3.38M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.55M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.39M

Top Sells

1
+$6.71M
2
+$3.25M
3
+$2.66M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.54M
5
OEF icon
iShares S&P 100 ETF
OEF
+$1.7M

Sector Composition

1 Technology 9.1%
2 Consumer Staples 5.4%
3 Consumer Discretionary 4.01%
4 Financials 3.91%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$44K 0.03%
721
-4,092
177
$44K 0.03%
229
+48
178
$43K 0.03%
279
-2
179
$42K 0.03%
465
-9,213
180
$42K 0.03%
383
+1
181
$41K 0.03%
+800
182
$40K 0.03%
566
+10
183
$40K 0.03%
1,416
-4
184
$38K 0.03%
700
185
$37K 0.02%
+1,097
186
$37K 0.02%
+505
187
$36K 0.02%
1,100
188
$36K 0.02%
+1,300
189
$35K 0.02%
3,328
+1,148
190
$34K 0.02%
+5,500
191
$33K 0.02%
1,350
-3,200
192
$33K 0.02%
+1,430
193
$32K 0.02%
400
194
$32K 0.02%
400
195
$30K 0.02%
3,890
196
$28K 0.02%
817
+500
197
$27K 0.02%
900
198
$25K 0.02%
2,185
199
$25K 0.02%
465
200
$23K 0.02%
302
+2
6 7
8
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