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
$322M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Top Buys

1
+$14.5M
2
+$476K
3
+$221K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$207K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$188K

Top Sells

1
+$5.61M
2
+$288K
3
+$287K
4
JNJ icon
Johnson & Johnson
JNJ
+$231K
5
KO icon
Coca-Cola
KO
+$217K

Sector Composition

1 Technology 8.09%
2 Consumer Staples 3.16%
3 Consumer Discretionary 2%
4 Communication Services 1.99%
5 Financials 1.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$60.6K 0.02%
2,792
227
$60.2K 0.02%
703
-485
228
$59.7K 0.02%
455
229
$58.4K 0.02%
750
+6
230
$58.3K 0.02%
1,207
+10
231
$57K 0.02%
500
232
$56.9K 0.02%
1,006
+1
233
$56.4K 0.02%
140
+125
234
$54.9K 0.02%
1,332
235
$53.4K 0.02%
2,034
236
$53K 0.02%
+900
237
$50.7K 0.02%
2,208
238
$50.5K 0.02%
300
-200
239
$50.4K 0.02%
641
-180
240
$49.8K 0.02%
1,477
241
$49.7K 0.02%
2,717
+48
242
$49.7K 0.02%
10
243
$49.7K 0.02%
1,451
244
$49.3K 0.02%
516
245
$49.2K 0.02%
200
246
$46K 0.01%
499
247
$45.9K 0.01%
2,807
+55
248
$45.4K 0.01%
425
+6
249
$45.3K 0.01%
444
250
$45.3K 0.01%
9,409
-10,218
8 9
10
11 12