AWM

Atticus Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 17.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$1.41M
3
+$1.1M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.08M
5
QLTA icon
iShares AAA-A Rated Corporate Bond ETF
QLTA
+$750K

Top Sells

1
+$560K
2
+$398K
3
+$378K
4
ALL icon
Allstate
ALL
+$334K
5
T icon
AT&T
T
+$313K

Sector Composition

1 Technology 8.98%
2 Consumer Staples 5.14%
3 Consumer Discretionary 4.18%
4 Communication Services 4.14%
5 Healthcare 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$40K 0.02%
285
+6
227
$40K 0.02%
295
+250
228
$40K 0.02%
646
229
$38K 0.02%
+1,110
230
$37K 0.02%
285
+171
231
$37K 0.02%
790
+175
232
$35K 0.02%
+318
233
$35K 0.02%
106
234
$35K 0.02%
350
+150
235
$34K 0.02%
1,385
236
$34K 0.02%
+130
237
$33K 0.02%
800
238
$33K 0.02%
900
239
$33K 0.02%
+375
240
$31K 0.02%
600
241
$30K 0.02%
500
242
$29K 0.01%
617
-300
243
$29K 0.01%
303
-1
244
$29K 0.01%
2,185
245
$28K 0.01%
+413
246
$28K 0.01%
1,000
247
$27K 0.01%
+642
248
$27K 0.01%
333
-1
249
$26K 0.01%
300
250
$26K 0.01%
444
8 9
10
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