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
$262M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
593
New
Increased
Reduced
Closed

Top Buys

1
+$23M
2
+$13.4M
3
+$6.29M
4
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$5.13M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.5M

Top Sells

1
+$16.7M
2
+$4.09M
3
+$3.47M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$2.44M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$2.34M

Sector Composition

1 Technology 6.93%
2 Consumer Staples 4.42%
3 Healthcare 2.37%
4 Financials 2.14%
5 Consumer Discretionary 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50.3M 19.23%
122,969
+15,373
2
$23M 8.8%
+458,345
3
$17M 6.49%
417,145
+329,571
4
$9.84M 3.76%
89,036
-151,302
5
$9.16M 3.5%
55,543
-7,419
6
$6.83M 2.61%
110,039
-4,955
7
$6.73M 2.57%
35,977
-1,232
8
$6.61M 2.53%
414,263
+156,827
9
$5.88M 2.25%
117,590
-48,850
10
$5.14M 1.97%
92,930
+92,610
11
$5.11M 1.95%
28,637
-4,060
12
$4.87M 1.86%
16,906
-3,134
13
$3.71M 1.42%
24,562
-27,064
14
$3.52M 1.34%
10,956
-21
15
$3.36M 1.28%
47,028
+24,629
16
$3.22M 1.23%
17,245
-1,002
17
$3.11M 1.19%
29,441
-9,723
18
$2.91M 1.11%
45,893
-4,078
19
$2.73M 1.04%
21,074
-26,801
20
$2.7M 1.03%
17,559
-1,031
21
$2.39M 0.91%
15,995
-15,665
22
$2.1M 0.8%
+65,300
23
$1.79M 0.68%
56,957
+26,207
24
$1.74M 0.66%
4,510
+159
25
$1.68M 0.64%
16,166
-2,897
1
2 3 4 5