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
$243M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.56M
3
+$6.5M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.35M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.16M

Top Sells

1
+$14.2M
2
+$984K
3
+$962K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$895K
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$608K

Sector Composition

1 Technology 7.21%
2 Consumer Staples 5.14%
3 Healthcare 3.71%
4 Financials 2.85%
5 Consumer Discretionary 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$103K 0.04%
10,594
+5,059
177
$102K 0.04%
+735
178
$99.9K 0.04%
847
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179
$99.5K 0.04%
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180
$99.4K 0.04%
2,615
-3,160
181
$99.1K 0.04%
282
+37
182
$95.8K 0.04%
401
-9
183
$94.9K 0.04%
999
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184
$94.2K 0.04%
1,200
185
$93.6K 0.04%
639
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186
$93.2K 0.04%
182
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187
$92.9K 0.04%
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188
$92.9K 0.04%
2,032
189
$90.2K 0.04%
791
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190
$89.9K 0.04%
365
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$88.6K 0.04%
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192
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193
$83.3K 0.03%
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194
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1,096
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195
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196
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1,154
197
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305
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198
$80.2K 0.03%
+1,215
199
$80K 0.03%
275
200
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+1,005
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