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
$207M
AUM Growth
-$33.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
635
New
Increased
Reduced
Closed

Top Buys

1
+$10.6K

Top Sells

1
+$38.8M
2
+$25.9M
3
+$6.42M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$5.8M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$5.02M

Sector Composition

1 Technology 9.45%
2 Consumer Staples 5.98%
3 Healthcare 4.55%
4 Consumer Discretionary 3.46%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.1M 16.5%
90,455
2
$15.9M 7.69%
314,536
3
$11.8M 5.73%
107,611
4
$8.88M 4.29%
64,910
5
$7.19M 3.48%
158,965
6
$7.16M 3.46%
113,836
7
$5.78M 2.79%
45,430
8
$5.33M 2.58%
20,746
9
$4.28M 2.07%
25,272
10
$4.12M 1.99%
29,941
11
$4.08M 1.97%
40,105
12
$3.26M 1.58%
88,652
13
$3.23M 1.56%
47,305
14
$3.14M 1.52%
18,209
15
$3.07M 1.48%
10,943
16
$3.04M 1.47%
176,268
17
$3.03M 1.47%
245,682
18
$2.58M 1.25%
18,015
19
$2.47M 1.19%
23,257
20
$2.04M 0.99%
936
-17,784
21
$1.85M 0.89%
10,407
22
$1.77M 0.86%
32,611
23
$1.68M 0.81%
21,644
24
$1.57M 0.76%
3,269
25
$1.54M 0.75%
5,630
1
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