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
26
$2.34M 0.91%
30,365
+19,105
27
$2.33M 0.91%
16,060
-380
28
$2.22M 0.86%
4,836
+187
29
$1.99M 0.78%
21,301
+1,264
30
$1.97M 0.77%
23,594
+712
31
$1.8M 0.7%
15,591
-38
32
$1.57M 0.61%
17,103
-1,607
33
$1.56M 0.61%
14,715
+463
34
$1.43M 0.56%
29,172
-12,875
35
$1.35M 0.53%
8,748
+1,211
36
$1.28M 0.5%
21,881
-569
37
$1.26M 0.49%
17,547
+12,476
38
$1.25M 0.49%
4,902
+18
39
$1.23M 0.48%
7,164
+332
40
$1.19M 0.46%
9,200
41
$1.18M 0.46%
14,519
-247
42
$1.17M 0.45%
2,053
-48
43
$1.11M 0.43%
6,791
+1,066
44
$1.1M 0.43%
+13,625
45
$920K 0.36%
+3,526
46
$898K 0.35%
11,717
+7,295
47
$826K 0.32%
4,640
-1,065
48
$819K 0.32%
2,279
+63
49
$786K 0.31%
2,628
+5
50
$776K 0.3%
+15,681
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