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
76
$475K 0.19%
7,071
+116
77
$473K 0.18%
1,223
-183
78
$458K 0.18%
5,225
+778
79
$452K 0.18%
3,844
+1,204
80
$452K 0.18%
1,478
+1,247
81
$441K 0.17%
3,755
82
$429K 0.17%
2,851
+108
83
$426K 0.17%
2,384
-5
84
$417K 0.16%
4,875
+3,416
85
$414K 0.16%
+2,457
86
$413K 0.16%
3,051
-617
87
$412K 0.16%
1,900
-2,106
88
$403K 0.16%
2,720
+2,719
89
$400K 0.16%
1,491
+298
90
$392K 0.15%
8,811
+8,776
91
$389K 0.15%
2,313
+2,268
92
$379K 0.15%
1,085
93
$368K 0.14%
6,642
-237
94
$354K 0.14%
1,023
+273
95
$348K 0.14%
5,230
+1,930
96
$341K 0.13%
2,573
-230
97
$335K 0.13%
2,471
+59
98
$332K 0.13%
1,910
-480
99
$322K 0.13%
1,105
100
$320K 0.12%
771
+184
2 3
4
5 6