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
$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
State Street Utilities Select Sector SPDR ETF
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
351
$12K ﹤0.01%
163
+40
352
$11K ﹤0.01%
96
-257
353
$11K ﹤0.01%
100
354
$11K ﹤0.01%
+4
355
$11K ﹤0.01%
100
-75
356
$11K ﹤0.01%
+150
357
$10K ﹤0.01%
80
-630
358
$10K ﹤0.01%
+50
359
$10K ﹤0.01%
+100
360
$10K ﹤0.01%
75
361
$10K ﹤0.01%
155
+1
362
$10K ﹤0.01%
85
-13
363
$9K ﹤0.01%
200
364
$9K ﹤0.01%
+43
365
$9K ﹤0.01%
500
366
$9K ﹤0.01%
436
367
$9K ﹤0.01%
36
-232
368
$9K ﹤0.01%
+80
369
$8K ﹤0.01%
30
370
$8K ﹤0.01%
+40
371
$8K ﹤0.01%
+120
372
$8K ﹤0.01%
278
-2,945
373
$8K ﹤0.01%
368
-27
374
$8K ﹤0.01%
1,642
-7,424
375
$7K ﹤0.01%
361
-34
13 14
15
16 17