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
151
$118K 0.05%
714
+3
152
$117K 0.05%
1,848
+14
153
$115K 0.05%
1,163
154
$114K 0.05%
758
+1
155
$112K 0.05%
1,600
+1
156
$110K 0.05%
870
157
$109K 0.05%
603
+503
158
$108K 0.05%
922
-540
159
$106K 0.05%
551
+3
160
$105K 0.05%
760
-70
161
$104K 0.05%
+150
162
$104K 0.05%
506
163
$103K 0.04%
1,043
+6
164
$103K 0.04%
1,118
+400
165
$102K 0.04%
1,207
166
$102K 0.04%
+398
167
$102K 0.04%
742
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168
$101K 0.04%
416
+2
169
$101K 0.04%
265
170
$98K 0.04%
1,130
171
$97K 0.04%
1,000
172
$97K 0.04%
2,032
173
$96K 0.04%
1,415
+65
174
$95K 0.04%
2,100
175
$95K 0.04%
510
+80
5 6
7
8 9