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
126
$168K 0.07%
816
127
$166K 0.07%
386
128
$165K 0.07%
560
129
$164K 0.07%
2,806
130
$164K 0.07%
1,146
-13
131
$163K 0.07%
597
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132
$161K 0.07%
+3,921
133
$158K 0.07%
4,185
-45
134
$156K 0.07%
+500
135
$150K 0.07%
4,552
136
$147K 0.06%
674
-10
137
$144K 0.06%
2,278
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138
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139
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+4,550
140
$139K 0.06%
15,825
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141
$137K 0.06%
625
142
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549
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143
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144
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-10
145
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2,218
+1,542
146
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551
147
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2,268
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148
$126K 0.05%
2,491
-210
149
$122K 0.05%
871
+2
150
$119K 0.05%
1,200
-300
4 5
6
7 8