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
501
$0 ﹤0.01%
4
502
$0 ﹤0.01%
12
503
$0 ﹤0.01%
2
504
– –
-475
505
– –
-4
506
– –
-376
507
$0 ﹤0.01%
4
-2,666
508
– –
-300
509
– –
-1,596
510
– –
0
511
– –
0
512
– –
-1,614
17 18 19 20
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