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
$311M
AUM Growth
+$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.16M
3
+$761K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$575K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$430K

Top Sells

1
+$13.8M
2
+$8.3M
3
+$3.74M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$218K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$207K

Sector Composition

1 Technology 8.02%
2 Consumer Staples 3.58%
3 Healthcare 1.99%
4 Consumer Discretionary 1.94%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$92K 0.03%
2,669
+33
177
$90.7K 0.03%
365
178
$89.6K 0.03%
2,446
179
$89.4K 0.03%
660
180
$89.2K 0.03%
847
181
$88.6K 0.03%
850
-5
182
$88.3K 0.03%
790
-12
183
$88.3K 0.03%
153
+19
184
$87.4K 0.03%
400
185
$87.2K 0.03%
368
-9
186
$86K 0.03%
1,327
-14
187
$83.1K 0.03%
721
188
$82.8K 0.03%
1,466
+416
189
$82.8K 0.03%
180
-2
190
$82.2K 0.03%
1,969
+148
191
$81.5K 0.03%
635
192
$81.3K 0.03%
290
+66
193
$81.2K 0.03%
+582
194
$81.1K 0.03%
293
-5
195
$80.7K 0.03%
2,035
196
$80.7K 0.03%
1,154
197
$79.6K 0.03%
154
198
$79.2K 0.03%
1,680
199
$78.7K 0.03%
13,453
-1,876
200
$75.9K 0.02%
1,276
+23
6 7
8
9 10