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
1
$43.6M 17.01%
91,816
-5,900
2
$12.5M 4.89%
232,648
-188,484
3
$11.8M 4.59%
+145,666
4
$9.46M 3.69%
53,292
+352
5
$8.35M 3.26%
38,104
+280
6
$8M 3.12%
141,255
+8,570
7
$7.2M 2.81%
41,423
+1,121
8
$6.5M 2.54%
109,778
-1,725
9
$6.14M 2.39%
77,980
+4,089
10
$6.07M 2.37%
404,338
+19,995
11
$5.97M 2.33%
26,857
+1,062
12
$5.9M 2.3%
17,556
+607
13
$5.87M 2.29%
41,630
+6,181
14
$5.78M 2.26%
28,274
+389
15
$4.29M 1.67%
10,779
-293
16
$3.97M 1.55%
35,403
+5,272
17
$3.85M 1.5%
17,433
+902
18
$2.93M 1.14%
7,064
-162
19
$2.89M 1.13%
17,320
20
$2.87M 1.12%
73,491
+2,256
21
$2.85M 1.11%
16,565
+994
22
$2.71M 1.06%
31,114
-9,848
23
$2.65M 1.03%
37,033
+1,339
24
$2.55M 1%
32,881
+6,539
25
$2.5M 0.98%
105,895
-4,574
1
2 3 4 5