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
101
$320K 0.12%
5,154
-4,273
102
$319K 0.12%
3,635
+690
103
$315K 0.12%
6,108
+1,570
104
$312K 0.12%
1,653
-2,016
105
$307K 0.12%
1,253
+198
106
$303K 0.12%
1,308
+621
107
$298K 0.12%
6,171
+2,598
108
$292K 0.11%
2,026
-430
109
$290K 0.11%
4,352
110
$276K 0.11%
1,263
111
$263K 0.1%
2,831
-138
112
$255K 0.1%
279
+189
113
$249K 0.1%
+1,240
114
$241K 0.09%
1,029
+213
115
$227K 0.09%
+1,089
116
$221K 0.09%
+3,485
117
$211K 0.08%
1,474
+149
118
$211K 0.08%
420
+378
119
$209K 0.08%
2,656
+24
120
$205K 0.08%
3,474
+1,301
121
$203K 0.08%
+3,969
122
$200K 0.08%
4,095
-100
123
$193K 0.08%
658
-230
124
$191K 0.07%
1,182
+100
125
$190K 0.07%
3,255
+2,855
3 4
5
6 7