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
251
$44.9K 0.01%
562
-175
252
$44.9K 0.01%
5,343
253
$44.8K 0.01%
47,650
-7,350
254
$44.6K 0.01%
258
+1
255
$42.2K 0.01%
349
+4
256
$41.8K 0.01%
640
257
$40.8K 0.01%
719
258
$39.7K 0.01%
665
259
$39.5K 0.01%
441
260
$39.5K 0.01%
582
-22
261
$39.2K 0.01%
650
262
$39.1K 0.01%
9,905
-3,548
263
$39K 0.01%
300
264
$38.7K 0.01%
250
265
$38.6K 0.01%
355
+2
266
$38.5K 0.01%
185
267
$38.4K 0.01%
1,000
268
$38.4K 0.01%
700
269
$37.7K 0.01%
650
+150
270
$37.5K 0.01%
550
271
$37.5K 0.01%
490
272
$37.4K 0.01%
490
273
$37.1K 0.01%
261
274
$36.9K 0.01%
248
275
$35.9K 0.01%
+639
9 10
11
12 13