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
376
$7K ﹤0.01%
120
377
$6K ﹤0.01%
+475
378
$6K ﹤0.01%
+45
379
$6K ﹤0.01%
168
-4
380
$6K ﹤0.01%
1,000
381
$6K ﹤0.01%
58
+1
382
$6K ﹤0.01%
343
+43
383
$6K ﹤0.01%
30
-21
384
$6K ﹤0.01%
10
385
$5K ﹤0.01%
+50
386
$5K ﹤0.01%
+32
387
$5K ﹤0.01%
7
-154
388
$5K ﹤0.01%
20
-9
389
$5K ﹤0.01%
+200
390
$5K ﹤0.01%
12
391
$5K ﹤0.01%
+198
392
$4K ﹤0.01%
7
393
$4K ﹤0.01%
+125
394
$4K ﹤0.01%
140
+2
395
$4K ﹤0.01%
+200
396
$4K ﹤0.01%
40
397
$4K ﹤0.01%
66
398
$4K ﹤0.01%
+70
399
$4K ﹤0.01%
125
400
$4K ﹤0.01%
11
-269
14 15
16
17 18