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
51
$711K 0.28%
13,726
+12,962
52
$704K 0.27%
17,860
-1,539
53
$692K 0.27%
12,600
+1,300
54
$682K 0.27%
3,732
+8
55
$663K 0.26%
7,880
+1,947
56
$660K 0.26%
+4,532
57
$629K 0.25%
5,139
+23
58
$615K 0.24%
8,550
-205
59
$608K 0.24%
2,378
+87
60
$606K 0.24%
1,802
+217
61
$597K 0.23%
1,962
+911
62
$593K 0.23%
4,100
-60
63
$588K 0.23%
1,037
-275
64
$584K 0.23%
6,449
+511
65
$579K 0.23%
2,240
+1,032
66
$542K 0.21%
2,131
+33
67
$539K 0.21%
18,320
-720
68
$519K 0.2%
1,879
+1
69
$515K 0.2%
6,032
-107
70
$514K 0.2%
1,500
+1,401
71
$510K 0.2%
1,449
-309
72
$508K 0.2%
3,208
+863
73
$501K 0.2%
3,557
+291
74
$491K 0.19%
3,118
-181
75
$480K 0.19%
719
-183
1 2
3
4 5