AWM

Atticus Wealth Management Portfolio holdings

AUM $405M
1-Year Est. Return 16.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.99%
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
276
$15K 0.01%
1,000
277
$14K 0.01%
150
278
$14K 0.01%
188
279
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800
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408
281
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282
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283
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37
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284
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203
285
$13K 0.01%
150
286
$12K 0.01%
80
287
$12K 0.01%
191
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288
$12K 0.01%
2,000
289
$11K 0.01%
200
290
$11K 0.01%
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291
$10K 0.01%
138
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292
$10K 0.01%
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293
$9K ﹤0.01%
543
+5
294
$9K ﹤0.01%
500
295
$9K ﹤0.01%
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296
$8K ﹤0.01%
30
297
$8K ﹤0.01%
69
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298
$7K ﹤0.01%
137
299
$7K ﹤0.01%
150
300
$7K ﹤0.01%
247
10 11
12
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