AWM

Atticus Wealth Management Portfolio holdings

AUM $396M
1-Year Est. Return 15.65%
This Quarter Est. Return
1 Year Est. Return
+15.65%
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
+$10.6K

Top Sells

1
+$38.8M
2
+$25.9M
3
+$6.42M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$5.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.02M

Sector Composition

1 Technology 9.45%
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%
1,170
204
$68K 0.03%
275
205
$67K 0.03%
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206
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207
$66K 0.03%
1,052
208
$66K 0.03%
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209
$66K 0.03%
866
210
$64K 0.03%
355
211
$64K 0.03%
782
212
$64K 0.03%
362
213
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2,500
214
$61K 0.03%
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215
$61K 0.03%
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216
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217
$60K 0.03%
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218
$59K 0.03%
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219
$58K 0.03%
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220
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221
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223
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224
$54K 0.03%
2,050
225
$54K 0.03%
607
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9
10 11