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
$274M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
633
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.95M
3
+$1.81M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.69M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.39M

Top Sells

1
+$2.12M
2
+$649K
3
+$582K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$492K
5
PLD icon
Prologis
PLD
+$358K

Sector Composition

1 Technology 8.73%
2 Consumer Staples 4.29%
3 Consumer Discretionary 3.58%
4 Financials 3.34%
5 Healthcare 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$95K 0.03%
934
+302
202
$95K 0.03%
+2,500
203
$95K 0.03%
1,658
+3
204
$94K 0.03%
697
+96
205
$94K 0.03%
+1,500
206
$91K 0.03%
+3,306
207
$89K 0.03%
466
+35
208
$88K 0.03%
438
209
$86K 0.03%
1,154
210
$85K 0.03%
+4,500
211
$84K 0.03%
+635
212
$81K 0.03%
3,485
-379
213
$81K 0.03%
1,998
214
$79K 0.03%
1,801
215
$79K 0.03%
+10,000
216
$79K 0.03%
1,495
+847
217
$79K 0.03%
3,468
218
$78K 0.03%
275
219
$74K 0.03%
+1,500
220
$69K 0.03%
1,800
+900
221
$69K 0.03%
168
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222
$69K 0.03%
+868
223
$68K 0.02%
1,625
224
$66K 0.02%
1,000
225
$65K 0.02%
2,050
+400
7 8
9
10 11