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
51
$702K 0.31%
3,721
+5
52
$683K 0.3%
10,776
-31
53
$655K 0.29%
2,106
+126
54
$637K 0.28%
7,739
+1,444
55
$614K 0.27%
7,901
-1,635
56
$609K 0.27%
5,294
+17
57
$597K 0.26%
10,800
58
$593K 0.26%
29,640
+13,520
59
$579K 0.25%
1,665
60
$558K 0.24%
6,376
+1,130
61
$549K 0.24%
2,246
-60
62
$519K 0.23%
1,427
-16
63
$516K 0.22%
4,120
+120
64
$513K 0.22%
4,930
-20
65
$511K 0.22%
1,447
-193
66
$459K 0.2%
3,962
-16
67
$457K 0.2%
2,019
-24
68
$450K 0.2%
3,451
-999
69
$446K 0.19%
1,944
-199
70
$443K 0.19%
3,113
-19
71
$432K 0.19%
5,933
72
$420K 0.18%
4,469
+350
73
$417K 0.18%
8,755
+1,000
74
$415K 0.18%
2,389
-349
75
$412K 0.18%
3,660
+284
1 2
3
4 5