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
301
$23K 0.01%
196
+80
302
$22K 0.01%
266
-1,063
303
$22K 0.01%
+113
304
$22K 0.01%
266
305
$22K 0.01%
259
+2
306
$21K 0.01%
48
-109
307
$21K 0.01%
62
308
$20K 0.01%
+200
309
$20K 0.01%
1,165
310
$20K 0.01%
800
311
$20K 0.01%
+2,700
312
$19K 0.01%
212
+1
313
$18K 0.01%
1,081
314
$18K 0.01%
70
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315
$18K 0.01%
100
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316
$17K 0.01%
+95
317
$17K 0.01%
+196
318
$17K 0.01%
+917
319
$17K 0.01%
+124
320
$17K 0.01%
408
321
$17K 0.01%
160
-624
322
$16K 0.01%
2,000
323
$16K 0.01%
188
324
$16K 0.01%
45
325
$16K 0.01%
750
11 12
13
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