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
$168M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$848K
3
+$779K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$768K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$588K

Top Sells

1
+$796K
2
+$565K
3
+$430K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$424K
5
CME icon
CME Group
CME
+$401K

Sector Composition

1 Technology 9.5%
2 Consumer Staples 5.45%
3 Consumer Discretionary 4.36%
4 Communication Services 3.81%
5 Healthcare 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$50K 0.03%
230
+1
177
$49K 0.03%
1,350
178
$47K 0.03%
1,634
-1,527
179
$46K 0.03%
1,644
+228
180
$45K 0.03%
400
181
$45K 0.03%
384
+1
182
$43K 0.03%
5,390
+1,500
183
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467
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184
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185
$43K 0.03%
495
-10
186
$42K 0.03%
570
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187
$42K 0.03%
698
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188
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1,344
-1,900
189
$41K 0.02%
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190
$40K 0.02%
279
191
$40K 0.02%
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192
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193
$39K 0.02%
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194
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195
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-296
196
$38K 0.02%
106
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197
$37K 0.02%
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198
$36K 0.02%
615
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199
$36K 0.02%
700
200
$36K 0.02%
504
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