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
301
$28.2K 0.01%
335
+2
302
$28.1K 0.01%
1,066
303
$27.7K 0.01%
2,160
304
$27.7K 0.01%
530
305
$27.3K 0.01%
220
306
$26.5K 0.01%
348
+4
307
$26.1K 0.01%
220
308
$25.7K 0.01%
76
309
$25.6K 0.01%
1,500
310
$25.4K 0.01%
+100
311
$25.4K 0.01%
1,113
+11
312
$25.3K 0.01%
20
313
$24.4K 0.01%
23
314
$24.1K 0.01%
1,057
315
$23.2K 0.01%
2,592
+85
316
$23K 0.01%
361
+2
317
$23K 0.01%
369
-2
318
$22.1K 0.01%
217
319
$21.8K 0.01%
108
320
$21.8K 0.01%
510
+5
321
$21.6K 0.01%
570
322
$21.4K 0.01%
+200
323
$21.3K 0.01%
200
324
$21.2K 0.01%
1,000
325
$21.2K 0.01%
443
+6
11 12
13
14 15