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
$168M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$848K
3
+$779K
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$768K
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$588K

Top Sells

1
+$796K
2
+$565K
3
+$430K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$424K
5
CME icon
CME Group
CME
+$401K

Sector Composition

1 Technology 9.5%
2 Consumer Staples 5.45%
3 Consumer Discretionary 4.36%
4 Communication Services 3.81%
5 Healthcare 3.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$36K 0.02%
1,300
202
$35K 0.02%
+800
203
$34K 0.02%
410
204
$34K 0.02%
917
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205
$33K 0.02%
+158
206
$33K 0.02%
1,154
-1,025
207
$32K 0.02%
1,200
-16,140
208
$30K 0.02%
160
209
$30K 0.02%
1,385
+901
210
$30K 0.02%
165
+40
211
$28K 0.02%
465
212
$27K 0.02%
900
213
$26K 0.02%
1,300
-1,270
214
$26K 0.02%
2,185
215
$25K 0.01%
304
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216
$24K 0.01%
300
-100
217
$23K 0.01%
444
218
$23K 0.01%
500
219
$20K 0.01%
600
220
$20K 0.01%
176
-1
221
$20K 0.01%
1,185
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222
$20K 0.01%
334
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223
$20K 0.01%
132
-1
224
$20K 0.01%
491
225
$19K 0.01%
325
7 8
9
10 11