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
$210M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
372
New
Increased
Reduced
Closed

Top Buys

1
+$6.41M
2
+$6.37M
3
+$5.49M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$3.46M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$3.11M

Top Sells

1
+$5.1M
2
+$4.32M
3
+$2.95M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$2.26M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.24M

Sector Composition

1 Technology 7.9%
2 Consumer Staples 4.58%
3 Consumer Discretionary 3.85%
4 Communication Services 3.51%
5 Financials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.1M 15.75%
83,413
-3,967
2
$7.36M 3.51%
134,684
+116,431
3
$7.24M 3.45%
40,246
-2,308
4
$7.06M 3.36%
65,098
+50,626
5
$6.91M 3.29%
56,548
-1,369
6
$6.8M 3.24%
52,292
+49,264
7
$6.39M 3.04%
121,234
-2,614
8
$5.91M 2.81%
26,736
+15,656
9
$5.82M 2.77%
111,740
+37,130
10
$5.66M 2.7%
42,647
-22,231
11
$4.85M 2.31%
28,836
-13,306
12
$4.5M 2.14%
38,571
-19,362
13
$4.48M 2.13%
298,601
+24,441
14
$4.37M 2.08%
18,521
-704
15
$3.8M 1.81%
11,899
-1,219
16
$3.29M 1.57%
43,427
+40,958
17
$3.25M 1.55%
84,555
+4,746
18
$3.06M 1.46%
30,299
-890
19
$2.9M 1.38%
18,760
-1,000
20
$2.9M 1.38%
85,066
-19,111
21
$2.89M 1.38%
15,590
-693
22
$2.7M 1.29%
8,841
-777
23
$2.64M 1.26%
49,495
+49,358
24
$2.38M 1.13%
32,451
-12,272
25
$2.33M 1.11%
15,813
+2,504
1
2 3 4 5