AWM

Atticus Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$207M
AUM Growth
-$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$9.21K

Top Sells

1
+$6.42M
2
+$5.8M
3
+$5.02M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.58M
5
MPT
Medical Properties Trust
MPT
+$2.01M

Sector Composition

1 Technology 9.44%
2 Consumer Staples 5.98%
3 Healthcare 4.55%
4 Consumer Discretionary 3.46%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$70K 0.03%
257
202
$70K 0.03%
521
203
$68K 0.03%
275
204
$68K 0.03%
1,170
205
$67K 0.03%
580
206
$67K 0.03%
3,468
207
$66K 0.03%
866
208
$66K 0.03%
1,070
209
$66K 0.03%
1,052
210
$64K 0.03%
362
211
$64K 0.03%
782
212
$64K 0.03%
355
213
$62K 0.03%
2,500
214
$61K 0.03%
977
215
$61K 0.03%
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216
$60K 0.03%
842
217
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218
$59K 0.03%
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219
$58K 0.03%
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220
$57K 0.03%
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221
$57K 0.03%
168
222
$55K 0.03%
1,205
223
$55K 0.03%
1,539
224
$54K 0.03%
607
225
$54K 0.03%
2,050
7 8
9
10 11