AWM

Atticus Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
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
+$1.38M
3
+$1.05M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$893K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$842K

Top Sells

1
+$10.2M
2
+$2.71M
3
+$854K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$648K
5
V icon
Visa
V
+$452K

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
401
$4K ﹤0.01%
+200
402
$3K ﹤0.01%
16
-221
403
$3K ﹤0.01%
200
404
$3K ﹤0.01%
19
405
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133
-45
406
$3K ﹤0.01%
5
-61
407
$3K ﹤0.01%
+100
408
$2K ﹤0.01%
+1
409
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6
410
$2K ﹤0.01%
+82
411
$2K ﹤0.01%
53
412
$2K ﹤0.01%
10
-1,130
413
$2K ﹤0.01%
+210
414
$2K ﹤0.01%
12
-350
415
$2K ﹤0.01%
270
416
$2K ﹤0.01%
4
-2
417
$2K ﹤0.01%
40
418
$1K ﹤0.01%
1
-194
419
$1K ﹤0.01%
+12
420
$1K ﹤0.01%
26
421
$1K ﹤0.01%
+1,170
422
$1K ﹤0.01%
10
+5
423
$1K ﹤0.01%
3
-328
424
$1K ﹤0.01%
+89
425
$1K ﹤0.01%
60
15 16
17
18 19