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
276
$31K 0.01%
257
277
$31K 0.01%
1,110
278
$31K 0.01%
+500
279
$30K 0.01%
+2,040
280
$30K 0.01%
+405
281
$30K 0.01%
255
282
$29K 0.01%
900
-580
283
$29K 0.01%
+139
284
$29K 0.01%
+280
285
$27K 0.01%
642
-3,291
286
$27K 0.01%
400
287
$27K 0.01%
234
288
$27K 0.01%
900
289
$27K 0.01%
491
290
$26K 0.01%
+216
291
$26K 0.01%
77
292
$25K 0.01%
283
293
$25K 0.01%
465
294
$24K 0.01%
216
295
$24K 0.01%
1,080
296
$24K 0.01%
70
297
$23K 0.01%
336
+82
298
$23K 0.01%
1,064
+1
299
$23K 0.01%
250
-370
300
$23K 0.01%
300
10 11
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