AWM
Atticus Wealth Management Portfolio holdings
AUM
$370M
This Quarter Return
-4.7%
1 Year Return
+13.35%
3 Year Return
+51.11%
5 Year Return
+85.6%
10 Year Return
–
AUM
$207M
AUM Growth
+$207M
(-14%)
Cap. Flow
-$33.9M
Cap. Flow
% of AUM
-16.4%
Top 10 Holdings %
Top 10 Hldgs %
50.57%
Holding
635
New
–
Increased
–
Reduced
–
Closed
34
Top Buys
No buys this quarter
Top Sells
| 1 |
iShares S&P 100 ETF
OEF
|
$6.42M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$5.8M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$5.02M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$2.58M |
| 5 |
Medical Properties Trust
MPW
|
$2.01M |
Sector Composition
| 1 | Technology | 9.45% |
| 2 | Consumer Staples | 5.98% |
| 3 | Healthcare | 4.55% |
| 4 | Consumer Discretionary | 3.46% |
| 5 | Financials | 3.27% |
