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
126
$187K 0.07%
+2,404
127
$186K 0.07%
1,086
128
$186K 0.07%
+3,000
129
$184K 0.07%
386
130
$182K 0.07%
7,000
131
$176K 0.07%
893
+290
132
$175K 0.07%
272
-95
133
$175K 0.07%
3,359
-1,405
134
$171K 0.07%
1,427
+1,097
135
$169K 0.07%
790
+405
136
$169K 0.07%
2,768
137
$165K 0.06%
655
+30
138
$160K 0.06%
266
139
$155K 0.06%
15,825
140
$147K 0.06%
501
+1
141
$144K 0.06%
2,861
+170
142
$143K 0.06%
1,102
-906
143
$135K 0.05%
555
144
$134K 0.05%
+377
145
$133K 0.05%
+1,290
146
$128K 0.05%
+2,043
147
$127K 0.05%
1,459
+1,000
148
$127K 0.05%
+785
149
$126K 0.05%
2,490
150
$123K 0.05%
266
4 5
6
7 8