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
$124M
AUM Growth
-$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.32M
3
+$561K
4
AAPL icon
Apple
AAPL
+$537K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$459K

Top Sells

1
+$3.43M
2
+$1M
3
+$883K
4
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$807K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$741K

Sector Composition

1 Technology 7.35%
2 Consumer Staples 6.68%
3 Financials 4.76%
4 Communication Services 3.65%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$22K 0.02%
325
202
$22K 0.02%
2,185
203
$19K 0.02%
300
204
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143
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205
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400
206
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675
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207
$18K 0.01%
420
208
$17K 0.01%
2,180
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209
$17K 0.01%
353
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210
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211
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125
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213
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214
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216
$15K 0.01%
170
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217
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225
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218
$13K 0.01%
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219
$12K 0.01%
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223
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224
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225
$12K 0.01%
750
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