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
476
-26
477
-842
478
$0 ﹤0.01%
+1
479
-761
480
-1,250
481
-1,972
482
$0 ﹤0.01%
4
483
$0 ﹤0.01%
12
484
$0 ﹤0.01%
2
485
-475
486
$0 ﹤0.01%
5
-76
487
-376
488
$0 ﹤0.01%
4
-2,666
489
-300
490
-1,596
491
-3
492
0
493
-1,614
494
-402
495
-350
496
$0 ﹤0.01%
2
497
$0 ﹤0.01%
4
498
-442
499
-1,228
500
$0 ﹤0.01%
2
-2,305