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
251
$39K 0.02%
+427
252
$39K 0.02%
+500
253
$38K 0.01%
339
-991
254
$38K 0.01%
1,057
255
$38K 0.01%
244
-350
256
$37K 0.01%
+214
257
$37K 0.01%
95
-41
258
$37K 0.01%
160
259
$37K 0.01%
145
260
$36K 0.01%
412
+62
261
$36K 0.01%
1,345
-1
262
$36K 0.01%
+243
263
$36K 0.01%
1,000
-200
264
$36K 0.01%
+648
265
$35K 0.01%
156
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266
$35K 0.01%
338
+3
267
$35K 0.01%
2,315
+800
268
$34K 0.01%
900
269
$34K 0.01%
107
270
$34K 0.01%
400
271
$33K 0.01%
323
-750
272
$33K 0.01%
2,160
273
$32K 0.01%
573
-400
274
$32K 0.01%
444
275
$31K 0.01%
1,482
+694
9 10
11
12 13