AWM

Atticus Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
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
+$1.38M
3
+$1.05M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$893K
5
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$842K

Top Sells

1
+$10.2M
2
+$2.71M
3
+$854K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$648K
5
V icon
Visa
V
+$452K

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%
2
-2,305
502
– –
-419
503
– –
-1,066
504
– –
-3,932
505
– –
-1,250
506
– –
-1
507
– –
-848
508
$0 ﹤0.01%
7
509
– –
-40
510
– –
0
511
– –
-260
512
– –
-483
17 18 19 20
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