AWM

Atticus Wealth Management Portfolio holdings

AUM $370M
1-Year Est. Return 13.35%
This Quarter Est. Return
1 Year Est. Return
+13.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$124M
AUM Growth
-$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.32M
3
+$561K
4
AAPL icon
Apple
AAPL
+$537K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$459K

Top Sells

1
+$3.43M
2
+$1M
3
+$883K
4
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$807K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$741K

Sector Composition

1 Technology 7.35%
2 Consumer Staples 6.68%
3 Financials 4.76%
4 Communication Services 3.65%
5 Healthcare 3.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.6M 10.19%
49,053
+5,103
2
$7.51M 6.05%
143,386
-16,863
3
$6.84M 5.51%
57,628
-5,234
4
$5.69M 4.58%
128,487
-489
5
$4.77M 3.85%
53,858
+2,428
6
$4.16M 3.35%
42,369
-1
7
$4M 3.23%
49,778
-1,885
8
$3.5M 2.82%
55,060
+8,452
9
$3.42M 2.76%
29,686
-2,970
10
$3.12M 2.51%
19,752
+495
11
$3.01M 2.43%
15,800
-2,039
12
$2.86M 2.3%
217,004
-27,289
13
$2.68M 2.16%
23,450
-3,303
14
$2.48M 2%
+22,302
15
$2.38M 1.92%
20,099
-1,500
16
$2.34M 1.88%
81,175
-34,770
17
$2.29M 1.85%
32,412
-950
18
$1.92M 1.55%
39,809
-3,379
19
$1.88M 1.51%
108,610
-6,300
20
$1.77M 1.43%
55,745
-9,754
21
$1.74M 1.4%
9,503
-2,649
22
$1.51M 1.22%
15,480
+4,120
23
$1.36M 1.1%
22,398
-6,632
24
$1.34M 1.08%
7,192
-431
25
$1.24M 1%
16,937
-1,024
1
2 3 4 5