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
$306M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$3.42M
3
+$3.21M
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$652K
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$599K

Top Sells

1
+$6.79M
2
+$1.26M
3
+$806K
4
AAPL icon
Apple
AAPL
+$715K
5
AXP icon
American Express
AXP
+$569K

Sector Composition

1 Technology 7.09%
2 Consumer Staples 3.88%
3 Healthcare 2.24%
4 Consumer Discretionary 2.01%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$73.2K 0.02%
852
202
$71.4K 0.02%
288
-2
203
$71.2K 0.02%
635
204
$71.2K 0.02%
1,231
+23
205
$71.2K 0.02%
285
206
$71K 0.02%
135
207
$70.5K 0.02%
759
-19
208
$69.5K 0.02%
522
209
$69.3K 0.02%
325
210
$68.7K 0.02%
1,477
211
$66.9K 0.02%
128
212
$66.8K 0.02%
1,531
-339
213
$65.8K 0.02%
184
214
$65.5K 0.02%
154
215
$65.5K 0.02%
244
216
$65.1K 0.02%
530
217
$64.6K 0.02%
258
+1
218
$63.4K 0.02%
1,940
219
$63K 0.02%
1,500
220
$62.1K 0.02%
1,680
221
$61.7K 0.02%
355
222
$61.6K 0.02%
3,129
+93
223
$60.9K 0.02%
1,050
224
$60.5K 0.02%
277
-1
225
$59.3K 0.02%
228
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9
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