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
$306M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1
+$7.57M
2
+$3.42M
3
+$3.21M
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$652K
5
SPIB icon
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$599K

Top Sells

1
+$6.79M
2
+$1.26M
3
+$806K
4
AAPL icon
Apple
AAPL
+$715K
5
AXP icon
American Express
AXP
+$569K

Sector Composition

1 Technology 7.09%
2 Consumer Staples 3.88%
3 Healthcare 2.24%
4 Consumer Discretionary 2.01%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$72.1M 23.58%
137,827
+6,541
2
$29.4M 9.62%
590,845
+64,550
3
$19.2M 6.27%
382,803
+13,021
4
$9.66M 3.16%
87,389
+5,373
5
$8.87M 2.9%
35,857
+35
6
$8.45M 2.76%
49,277
-4,167
7
$8.3M 2.72%
24,638
+22,471
8
$7.51M 2.46%
123,647
+5,307
9
$7.33M 2.4%
34,848
+2,361
10
$6.94M 2.27%
16,507
-163
11
$6.68M 2.19%
109,228
-600
12
$4.92M 1.61%
67,197
-92,771
13
$4.23M 1.38%
9,520
-320
14
$3.87M 1.27%
18,603
-6,050
15
$3.76M 1.23%
74,580
+3,850
16
$3.46M 1.13%
28,618
-161
17
$3.3M 1.08%
13,772
-291
18
$3.26M 1.07%
100,514
19
$3.12M 1.02%
17,088
+260
20
$2.77M 0.91%
13,453
-208
21
$2.5M 0.82%
13,887
+103
22
$2.47M 0.81%
67,205
+2,305
23
$2.46M 0.81%
3,363
+166
24
$2.27M 0.74%
15,008
-1,443
25
$2.07M 0.68%
11,277
-928
1
2 3 4 5