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
$243M
AUM Growth
+$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
662
New
Increased
Reduced
Closed

Top Buys

1
+$14.6M
2
+$6.56M
3
+$6.5M
4
OEF icon
iShares S&P 100 ETF
OEF
+$6.35M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$3.16M

Top Sells

1
+$14.2M
2
+$984K
3
+$962K
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$895K
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$608K

Sector Composition

1 Technology 7.21%
2 Consumer Staples 5.14%
3 Healthcare 3.71%
4 Financials 2.85%
5 Consumer Discretionary 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.1M 16.91%
107,596
+17,141
2
$26.4M 10.86%
240,338
+132,727
3
$8.18M 3.36%
62,962
-1,948
4
$8.05M 3.31%
166,440
+7,475
5
$7.31M 3.01%
114,994
+1,158
6
$6.5M 2.67%
+47,875
7
$6.42M 2.64%
51,626
+6,196
8
$6.35M 2.61%
+37,209
9
$5.7M 2.34%
32,697
+7,425
10
$4.81M 1.98%
20,040
-706
11
$4.32M 1.78%
257,436
+81,168
12
$4.24M 1.74%
39,164
-941
13
$4.09M 1.68%
31,660
+1,719
14
$3.41M 1.4%
87,574
-1,078
15
$3.18M 1.31%
18,247
+38
16
$3.17M 1.3%
49,971
+2,666
17
$3.16M 1.3%
+92,369
18
$2.92M 1.2%
10,977
+34
19
$2.82M 1.16%
18,590
+575
20
$1.96M 0.81%
19,998
+3,052
21
$1.86M 0.76%
22,115
-1,142
22
$1.84M 0.76%
10,401
-6
23
$1.82M 0.75%
37,929
+5,318
24
$1.82M 0.75%
21,746
+102
25
$1.77M 0.73%
5,604
-26
1
2 3 4 5