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
201
$68K 0.03%
100
202
$68K 0.03%
+912
203
$67K 0.03%
604
+151
204
$67K 0.03%
1,998
205
$67K 0.03%
+1,500
206
$67K 0.03%
2,000
207
$66K 0.03%
2,883
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208
$66K 0.03%
2,706
-12
209
$63K 0.03%
1,259
210
$63K 0.03%
231
+1
211
$62K 0.03%
1,750
+250
212
$61K 0.03%
985
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213
$59K 0.03%
1,000
214
$59K 0.03%
+1,369
215
$58K 0.03%
255
216
$58K 0.03%
1,154
-1,000
217
$57K 0.02%
516
218
$57K 0.02%
459
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219
$57K 0.02%
635
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220
$56K 0.02%
711
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221
$55K 0.02%
5,390
222
$54K 0.02%
+1,999
223
$54K 0.02%
871
224
$54K 0.02%
487
225
$53K 0.02%
707
7 8
9
10 11