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
451
$0 ﹤0.01%
4
452
– –
-442
453
– –
-1,228
454
– –
-483
455
$0 ﹤0.01%
7
456
– –
-40
457
– –
0
458
– –
-260
459
– –
-860
460
– –
-868
461
$0 ﹤0.01%
2
-2,305
462
– –
-419
463
– –
-1,066
464
– –
-3,932
465
– –
-1,250
466
– –
-1
467
– –
-848
468
– –
-2
469
– –
-30
470
– –
0
471
– –
-1,198
472
– –
-74
473
– –
-1,032
474
– –
-83
475
– –
-5,828
17 18
19
20 21