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
$151M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$5.93M
3
+$3.38M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.55M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.39M

Top Sells

1
+$6.71M
2
+$3.25M
3
+$2.66M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.54M
5
OEF icon
iShares S&P 100 ETF
OEF
+$1.7M

Sector Composition

1 Technology 9.1%
2 Consumer Staples 5.4%
3 Consumer Discretionary 4.01%
4 Financials 3.91%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$23K 0.02%
+500
202
$22K 0.01%
+665
203
$22K 0.01%
400
204
$21K 0.01%
325
205
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263
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206
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$20K 0.01%
332
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177
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212
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213
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218
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222
$16K 0.01%
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223
$15K 0.01%
572
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$15K 0.01%
215
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225
$15K 0.01%
48
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