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
$230M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
402
New
Increased
Reduced
Closed

Top Buys

1
+$835K
2
+$696K
3
+$666K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$612K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$609K

Top Sells

1
+$531K
2
+$307K
3
+$287K
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$278K
5
MSFT icon
Microsoft
MSFT
+$242K

Sector Composition

1 Technology 8.82%
2 Consumer Staples 4.08%
3 Consumer Discretionary 3.82%
4 Communication Services 3.32%
5 Financials 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.44M 1.06%
27,664
+4,907
27
$2.16M 0.94%
17,660
-160
28
$2.12M 0.92%
32,794
-157
29
$1.9M 0.83%
94,700
+1,264
30
$1.86M 0.81%
4,663
-92
31
$1.85M 0.81%
16,369
+10
32
$1.82M 0.79%
17,775
+589
33
$1.68M 0.73%
23,132
-79
34
$1.48M 0.64%
8,391
-189
35
$1.47M 0.64%
20,063
+62
36
$1.38M 0.6%
24,212
-9,335
37
$1.31M 0.57%
4,479
+235
38
$1.28M 0.56%
16,530
-3,970
39
$1.25M 0.54%
22,450
-20
40
$1.17M 0.51%
4,935
+595
41
$1.16M 0.51%
7,059
+8
42
$1.15M 0.5%
9,400
43
$1.03M 0.45%
4,386
-155
44
$1.01M 0.44%
12,248
+3,511
45
$956K 0.42%
1,633
-29
46
$885K 0.39%
2,425
-132
47
$840K 0.37%
11,998
+763
48
$818K 0.36%
2,068
+1
49
$758K 0.33%
5,616
-1,301
50
$736K 0.32%
2,647
1
2
3 4 5