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
276
$24K 0.01%
400
277
$24K 0.01%
1,080
278
$24K 0.01%
+450
279
$23K 0.01%
264
+44
280
$23K 0.01%
150
281
$22K 0.01%
150
282
$22K 0.01%
847
+5
283
$22K 0.01%
1,165
-20
284
$22K 0.01%
326
285
$22K 0.01%
750
286
$22K 0.01%
403
-133
287
$22K 0.01%
+100
288
$21K 0.01%
2,000
289
$21K 0.01%
342
-345
290
$21K 0.01%
257
+2
291
$21K 0.01%
215
292
$20K 0.01%
266
-31
293
$20K 0.01%
92
294
$20K 0.01%
250
295
$19K 0.01%
300
296
$19K 0.01%
+661
297
$19K 0.01%
62
298
$17K 0.01%
800
299
$17K 0.01%
317
300
$17K 0.01%
+70
10 11
12
13 14