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
$199M
AUM Growth
+$30.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$1.53M
2
+$1.48M
3
+$1.2M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.14M
5
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$794K

Top Sells

1
+$557K
2
+$418K
3
+$391K
4
ALL icon
Allstate
ALL
+$374K
5
T icon
AT&T
T
+$316K

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
251
$25K 0.01%
143
+11
252
$23K 0.01%
39
+37
253
$23K 0.01%
225
254
$22K 0.01%
233
+2
255
$22K 0.01%
1,476
+168
256
$22K 0.01%
491
257
$21K 0.01%
176
258
$21K 0.01%
1,185
259
$21K 0.01%
1,106
+138
260
$21K 0.01%
297
-28
261
$20K 0.01%
400
+100
262
$20K 0.01%
150
263
$20K 0.01%
92
264
$20K 0.01%
300
+100
265
$18K 0.01%
326
-1
266
$17K 0.01%
209
+1
267
$17K 0.01%
255
+1
268
$17K 0.01%
300
269
$17K 0.01%
500
-1,134
270
$17K 0.01%
62
271
$16K 0.01%
+300
272
$16K 0.01%
214
+1
273
$16K 0.01%
218
+1
274
$15K 0.01%
1,000
275
$15K 0.01%
171
+1
9 10
11
12 13