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
101
$242K 0.11%
583
+169
102
$241K 0.1%
996
+1
103
$239K 0.1%
2,075
+31
104
$234K 0.1%
1,208
-2
105
$222K 0.1%
2,662
+3
106
$217K 0.09%
750
107
$215K 0.09%
3,121
+13
108
$210K 0.09%
+21,104
109
$208K 0.09%
1,256
-86
110
$205K 0.09%
1,253
+1
111
$204K 0.09%
851
112
$204K 0.09%
2,482
-85
113
$202K 0.09%
4,334
+714
114
$198K 0.09%
4,140
+120
115
$197K 0.09%
1,475
-75
116
$196K 0.09%
7,422
+7,395
117
$195K 0.08%
398
118
$191K 0.08%
920
+9
119
$186K 0.08%
2,527
+4
120
$186K 0.08%
7,000
121
$181K 0.08%
1,570
-217
122
$175K 0.08%
4,476
+11
123
$175K 0.08%
2,768
124
$174K 0.08%
393
125
$171K 0.07%
4,001
-4
3 4
5
6 7