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
$256M
AUM Growth
+$28.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
512
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$1.47M
3
+$1.1M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$920K
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$893K

Top Sells

1
+$10.2M
2
+$2.8M
3
+$857K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$629K
5
V icon
Visa
V
+$457K

Sector Composition

1 Technology 8.73%
2 Consumer Staples 4.18%
3 Consumer Discretionary 3.16%
4 Financials 2.83%
5 Healthcare 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$49K 0.02%
600
227
$49K 0.02%
+527
228
$49K 0.02%
700
229
$47K 0.02%
+802
230
$47K 0.02%
+15,000
231
$47K 0.02%
800
+500
232
$47K 0.02%
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233
$47K 0.02%
1,000
234
$46K 0.02%
+480
235
$45K 0.02%
+150
236
$45K 0.02%
12,164
-3,550
237
$44K 0.02%
745
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238
$43K 0.02%
430
239
$43K 0.02%
150
240
$43K 0.02%
255
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241
$42K 0.02%
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242
$42K 0.02%
+707
243
$42K 0.02%
683
244
$42K 0.02%
91
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245
$42K 0.02%
125
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246
$42K 0.02%
985
247
$41K 0.02%
387
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248
$41K 0.02%
+420
249
$40K 0.02%
227
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250
$40K 0.02%
400
8 9
10
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