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
$243M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.56M
3
+$6.5M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.35M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$3.16M

Top Sells

1
+$14.2M
2
+$984K
3
+$962K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$895K
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$608K

Sector Composition

1 Technology 7.21%
2 Consumer Staples 5.14%
3 Healthcare 3.71%
4 Financials 2.85%
5 Consumer Discretionary 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$79K 0.03%
1,998
202
$78.7K 0.03%
1,020
-80
203
$78.1K 0.03%
454
-139
204
$76.3K 0.03%
377
-5
205
$74.6K 0.03%
635
206
$74.2K 0.03%
1,000
-14
207
$73.9K 0.03%
1,109
+39
208
$73.8K 0.03%
522
209
$73.1K 0.03%
297
-5
210
$73K 0.03%
182
211
$72.7K 0.03%
855
-11
212
$72.2K 0.03%
1,490
-151
213
$71.3K 0.03%
621
-128
214
$70.7K 0.03%
675
-118
215
$69.9K 0.03%
539
-41
216
$69.4K 0.03%
2,394
+62
217
$66.9K 0.03%
977
218
$66.7K 0.03%
364
+2
219
$66.7K 0.03%
468
220
$66.7K 0.03%
1,170
221
$66.1K 0.03%
441
+29
222
$65.7K 0.03%
420
+70
223
$64.8K 0.03%
463
-58
224
$64.5K 0.03%
+535
225
$63.7K 0.03%
4,233
+3,345
7 8
9
10 11