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
$311M
AUM Growth
+$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.16M
3
+$761K
4
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$575K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$430K

Top Sells

1
+$13.8M
2
+$8.3M
3
+$3.74M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$218K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$207K

Sector Composition

1 Technology 8.02%
2 Consumer Staples 3.58%
3 Healthcare 1.99%
4 Consumer Discretionary 1.94%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$74.5K 0.02%
1,500
202
$74.5K 0.02%
352
-638
203
$73.4K 0.02%
1,461
-527
204
$73.3K 0.02%
1,452
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205
$72.8K 0.02%
384
-128
206
$72.5K 0.02%
500
207
$72.4K 0.02%
350
-5
208
$70.7K 0.02%
1,000
209
$70K 0.02%
1,371
-168
210
$69.8K 0.02%
520
-10
211
$68.8K 0.02%
55,000
212
$68.6K 0.02%
1,639
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213
$68.5K 0.02%
281
214
$68.2K 0.02%
821
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215
$68K 0.02%
689
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216
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217
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494
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219
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180
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737
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221
$64.6K 0.02%
228
222
$63K 0.02%
500
223
$62.9K 0.02%
240
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224
$62.8K 0.02%
413
225
$61.8K 0.02%
350
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7 8
9
10 11