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
176
$93K 0.04%
1,130
177
$92K 0.04%
122
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178
$92K 0.04%
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-319
179
$89K 0.03%
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180
$88K 0.03%
+182
181
$87K 0.03%
431
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182
$87K 0.03%
275
183
$82K 0.03%
+1,170
184
$81K 0.03%
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185
$80K 0.03%
438
186
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1,998
187
$77K 0.03%
220
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188
$73K 0.03%
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189
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190
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913
191
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192
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193
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194
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195
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147
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196
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197
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632
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198
$66K 0.03%
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199
$65K 0.03%
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200
$63K 0.02%
+3,925
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