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