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
201
$63K 0.02%
1,154
202
$61K 0.02%
350
203
$61K 0.02%
331
-541
204
$61K 0.02%
1,373
+2
205
$60K 0.02%
+224
206
$59K 0.02%
+355
207
$59K 0.02%
334
208
$59K 0.02%
261
+110
209
$59K 0.02%
711
210
$58K 0.02%
1,650
-3,100
211
$58K 0.02%
+234
212
$58K 0.02%
123
+23
213
$56K 0.02%
+900
214
$56K 0.02%
516
215
$55K 0.02%
5,390
216
$55K 0.02%
1,750
217
$55K 0.02%
+800
218
$54K 0.02%
707
219
$54K 0.02%
810
+120
220
$54K 0.02%
100
221
$53K 0.02%
+102
222
$52K 0.02%
1,500
223
$51K 0.02%
1,500
224
$51K 0.02%
348
-320
225
$50K 0.02%
518
+6
7 8
9
10 11