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
$262M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$13.4M
3
+$6.29M
4
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.13M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.5M

Top Sells

1
+$16.7M
2
+$4.09M
3
+$3.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.44M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$2.34M

Sector Composition

1 Technology 6.93%
2 Consumer Staples 4.42%
3 Healthcare 2.37%
4 Financials 2.14%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$75.5K 0.03%
182
202
$75.4K 0.03%
591
-1,969
203
$75.2K 0.03%
1,998
204
$75.1K 0.03%
855
205
$74.9K 0.03%
522
206
$72.3K 0.03%
1,907
+86
207
$72.2K 0.03%
2,090
-6,990
208
$71.6K 0.03%
104
209
$71.3K 0.03%
896
210
$70.4K 0.03%
1,010
-99
211
$69.6K 0.03%
635
212
$69.3K 0.03%
2,422
+28
213
$69K 0.03%
364
214
$68.9K 0.03%
741
215
$67.5K 0.03%
1,520
-105
216
$67.2K 0.03%
1,170
217
$67K 0.03%
1,483
+2
218
$66.8K 0.03%
234
219
$65.6K 0.03%
3,543
+27
220
$65.2K 0.02%
1,166
-936
221
$64.1K 0.02%
1,963
-8,399
222
$63.8K 0.02%
324
-53
223
$63.8K 0.02%
325
-910
224
$63.5K 0.02%
285
-116
225
$62.7K 0.02%
826
+201
7 8
9
10 11