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
276
$15K 0.01%
407
-882
277
$14K 0.01%
150
278
$14K 0.01%
188
279
$14K 0.01%
800
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$14K 0.01%
408
281
$14K 0.01%
150
282
$13K 0.01%
150
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$13K 0.01%
500
-800
284
$13K 0.01%
37
+23
285
$13K 0.01%
203
286
$12K 0.01%
80
287
$12K 0.01%
191
+2
288
$12K 0.01%
2,000
289
$11K 0.01%
200
290
$11K 0.01%
1,256
291
$10K 0.01%
138
+1
292
$10K 0.01%
+534
293
$9K ﹤0.01%
543
+5
294
$9K ﹤0.01%
500
295
$9K ﹤0.01%
+25
296
$8K ﹤0.01%
69
+1
297
$8K ﹤0.01%
30
298
$7K ﹤0.01%
137
299
$7K ﹤0.01%
150
300
$7K ﹤0.01%
247
10 11
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