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
$210M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$6.37M
3
+$5.49M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.46M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.11M

Top Sells

1
+$5.1M
2
+$4.32M
3
+$2.95M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.26M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.24M

Sector Composition

1 Technology 7.9%
2 Consumer Staples 4.58%
3 Consumer Discretionary 3.85%
4 Communication Services 3.51%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$58K 0.03%
609
-2
202
$56K 0.03%
1,259
203
$56K 0.03%
230
204
$56K 0.03%
516
205
$53K 0.03%
487
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206
$53K 0.03%
1,347
-1,278
207
$52K 0.02%
707
208
$52K 0.02%
1,500
+1,000
209
$52K 0.02%
160
210
$51K 0.02%
5,390
211
$51K 0.02%
871
-1,162
212
$50K 0.02%
563
+28
213
$49K 0.02%
450
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214
$49K 0.02%
1,200
215
$48K 0.02%
453
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216
$48K 0.02%
334
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217
$47K 0.02%
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218
$46K 0.02%
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219
$45K 0.02%
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220
$45K 0.02%
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221
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222
$45K 0.02%
295
223
$44K 0.02%
2,308
-3,716
224
$43K 0.02%
894
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225
$43K 0.02%
+1,300
7 8
9
10 11