AWM

Atticus Wealth Management Portfolio holdings

AUM $396M
1-Year Est. Return 15.65%
This Quarter Est. Return
1 Year Est. Return
+15.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$835K
2
+$696K
3
+$666K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$612K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$609K

Top Sells

1
+$531K
2
+$307K
3
+$287K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$278K
5
MSFT icon
Microsoft
MSFT
+$242K

Sector Composition

1 Technology 8.82%
2 Consumer Staples 4.08%
3 Consumer Discretionary 3.82%
4 Communication Services 3.32%
5 Financials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$38K 0.02%
1,110
252
$38K 0.02%
68
253
$37K 0.02%
849
-45
254
$37K 0.02%
1,500
+250
255
$36K 0.02%
327
-498
256
$35K 0.02%
955
-345
257
$35K 0.02%
335
+2
258
$35K 0.02%
290
259
$34K 0.01%
318
260
$34K 0.01%
+454
261
$33K 0.01%
90
262
$33K 0.01%
900
263
$32K 0.01%
350
264
$31K 0.01%
2,160
-25
265
$31K 0.01%
107
266
$31K 0.01%
400
267
$30K 0.01%
444
268
$30K 0.01%
292
+142
269
$29K 0.01%
651
-696
270
$27K 0.01%
143
271
$27K 0.01%
465
272
$26K 0.01%
500
273
$25K 0.01%
+77
274
$25K 0.01%
1,063
-15
275
$25K 0.01%
491
9 10
11
12 13