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
76
$400K 0.17%
+1,592
77
$397K 0.17%
18,282
+1,024
78
$393K 0.17%
3,755
79
$393K 0.17%
779
+27
80
$389K 0.17%
1,360
+375
81
$385K 0.17%
2,743
+19
82
$377K 0.16%
1,632
+2
83
$376K 0.16%
7,110
-4,090
84
$366K 0.16%
2,355
+384
85
$349K 0.15%
2,427
+7
86
$344K 0.15%
3,994
-1,127
87
$342K 0.15%
2,309
-2
88
$332K 0.14%
1,186
+155
89
$308K 0.13%
1,263
90
$302K 0.13%
1,051
91
$294K 0.13%
1,088
+243
92
$289K 0.13%
4,571
+161
93
$284K 0.12%
2,992
+335
94
$267K 0.12%
3,337
+8
95
$267K 0.12%
4,774
-364
96
$259K 0.11%
1,089
97
$250K 0.11%
1,055
-3
98
$250K 0.11%
1,026
-24
99
$248K 0.11%
4,426
+1
100
$246K 0.11%
3,623
+3,321
2 3
4
5 6