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
$311M
AUM Growth
+$5.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
562
New
Increased
Reduced
Closed

Top Buys

1
+$12.4M
2
+$1.16M
3
+$761K
4
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$575K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$430K

Top Sells

1
+$13.8M
2
+$8.3M
3
+$3.74M
4
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$218K
5
SPYG icon
SPDR Portfolio S&P 500 Growth ETF
SPYG
+$207K

Sector Composition

1 Technology 8.02%
2 Consumer Staples 3.58%
3 Healthcare 1.99%
4 Consumer Discretionary 1.94%
5 Communication Services 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$76.2M 24.47%
132,851
+2,016
2
$21M 6.74%
396,862
+10,872
3
$19.9M 6.4%
400,051
-277,486
4
$12.4M 3.98%
+354,408
5
$11.1M 3.57%
47,667
-175
6
$10.6M 3.41%
28,336
+1,146
7
$9.24M 2.97%
33,401
-378
8
$7.86M 2.52%
35,586
+432
9
$7.59M 2.44%
121,763
+3,612
10
$6.79M 2.18%
15,788
+61
11
$5.63M 1.81%
78,279
+3,389
12
$4.44M 1.43%
9,105
+150
13
$4M 1.29%
113,569
14
$3.93M 1.26%
16,175
+1,080
15
$3.76M 1.21%
16,666
-573
16
$3.66M 1.17%
28,539
+474
17
$3.59M 1.15%
13,648
-87
18
$3.43M 1.1%
41,364
-2,499
19
$3.39M 1.09%
17,133
+465
20
$3.08M 0.99%
3,476
+37
21
$2.64M 0.85%
67,205
22
$2.44M 0.78%
22,092
-74,986
23
$2.42M 0.78%
13,012
-110
24
$2.36M 0.76%
14,256
+178
25
$2.26M 0.73%
37,027
+614
1
2 3 4 5