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
151
$123K 0.05%
759
+1
152
$122K 0.05%
1,163
153
$122K 0.05%
2,296
+14
154
$121K 0.05%
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155
$120K 0.05%
721
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156
$120K 0.05%
6,447
-8,811
157
$120K 0.05%
451
-98
158
$119K 0.05%
760
159
$114K 0.04%
603
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160
$113K 0.04%
922
161
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2,675
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162
$112K 0.04%
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163
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164
$110K 0.04%
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165
$107K 0.04%
937
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166
$103K 0.04%
1,675
167
$101K 0.04%
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168
$101K 0.04%
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169
$100K 0.04%
601
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170
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171
$99K 0.04%
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172
$98K 0.04%
1,415
173
$96K 0.04%
2,032
174
$95K 0.04%
3,864
-3,905
175
$94K 0.04%
986
-214
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7
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