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
$262M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$13.4M
3
+$6.29M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.13M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.5M

Top Sells

1
+$16.7M
2
+$4.09M
3
+$3.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.44M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$2.34M

Sector Composition

1 Technology 6.93%
2 Consumer Staples 4.42%
3 Healthcare 2.37%
4 Financials 2.14%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$95.9K 0.04%
441
177
$95.9K 0.04%
986
-530
178
$94.5K 0.04%
+4,025
179
$93.7K 0.04%
140
-61
180
$92.4K 0.04%
275
181
$92.1K 0.04%
438
182
$90.9K 0.03%
999
183
$89.8K 0.03%
620
+157
184
$89.4K 0.03%
1,221
+6
185
$89.2K 0.03%
977
186
$87.8K 0.03%
1,000
187
$87.1K 0.03%
1,135
+39
188
$86.8K 0.03%
698
+381
189
$86.3K 0.03%
+4,343
190
$85.1K 0.03%
5,280
+1,047
191
$84K 0.03%
847
192
$83.8K 0.03%
366
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193
$83.6K 0.03%
1,009
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194
$82.7K 0.03%
+1,972
195
$82.6K 0.03%
1,415
196
$81.1K 0.03%
1,490
197
$78K 0.03%
468
198
$77.4K 0.03%
365
199
$77.1K 0.03%
539
200
$76.7K 0.03%
1,154
6 7
8
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