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
$151M
AUM Growth
+$27.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$10.6M
2
+$5.93M
3
+$3.38M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$1.55M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.39M

Top Sells

1
+$6.71M
2
+$3.25M
3
+$2.66M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$2.54M
5
OEF icon
iShares S&P 100 ETF
OEF
+$1.7M

Sector Composition

1 Technology 9.1%
2 Consumer Staples 5.4%
3 Consumer Discretionary 4.01%
4 Financials 3.91%
5 Communication Services 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.7M 16.97%
83,362
+34,309
2
$6.51M 4.3%
45,680
-11,948
3
$5.93M 3.91%
+102,532
4
$5.85M 3.86%
55,966
+6,188
5
$5.57M 3.68%
124,733
-3,754
6
$5.26M 3.47%
52,542
-1,316
7
$5.25M 3.47%
41,105
-1,264
8
$5.07M 3.35%
55,568
+508
9
$4.22M 2.78%
20,718
+966
10
$3.38M 2.23%
39,013
+38,967
11
$3.38M 2.23%
239,072
+22,068
12
$2.97M 1.96%
20,777
+678
13
$2.82M 1.86%
121,998
+66,965
14
$2.76M 1.82%
11,131
-4,669
15
$2.6M 1.72%
45,056
+5,247
16
$2.36M 1.56%
17,140
+1,660
17
$2.34M 1.55%
9,355
+2,163
18
$2.18M 1.44%
116,118
+7,508
19
$2.13M 1.41%
61,470
+5,725
20
$2.03M 1.34%
25,749
-6,663
21
$1.9M 1.25%
35,143
+25,751
22
$1.54M 1.01%
9,369
+7,045
23
$1.5M 0.99%
5,388
-108
24
$1.35M 0.89%
12,216
-10,086
25
$1.35M 0.89%
19,080
-220
1
2 3 4 5