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
$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
1
$36.4M 15.83%
84,969
+1,556
2
$7.94M 3.45%
144,800
+10,116
3
$7.86M 3.42%
40,039
-207
4
$7.72M 3.36%
57,475
+5,183
5
$7.7M 3.35%
56,234
-314
6
$7.57M 3.3%
69,951
+4,853
7
$6.84M 2.98%
127,275
+15,535
8
$6.74M 2.94%
29,393
+2,657
9
$6.34M 2.76%
117,136
-4,098
10
$6.24M 2.72%
42,255
-392
11
$5.17M 2.25%
28,962
+126
12
$4.96M 2.16%
39,357
+786
13
$4.78M 2.08%
17,629
-892
14
$4.71M 2.05%
307,226
+8,625
15
$4.04M 1.76%
51,189
+7,762
16
$3.93M 1.71%
11,089
-810
17
$3.38M 1.47%
86,016
+1,461
18
$3.32M 1.45%
19,320
+560
19
$3.25M 1.41%
58,884
+9,389
20
$3.17M 1.38%
15,810
+220
21
$3.14M 1.37%
29,969
-330
22
$3.11M 1.35%
84,675
-391
23
$2.8M 1.22%
8,770
-71
24
$2.63M 1.14%
32,473
+22
25
$2.47M 1.08%
15,965
+152
1
2 3 4 5